Resources & Affiliations

Our Resources

• The Link Between: https://fischerfinancial.thelinkbetween.ca/
  For information on wealth management and insurance

Wealth Management

• Robo Advisor: PPI Valet https://www.ppivalet.ca/
• Guardian Capital Advisors: https://www.guardiancapital.com/
• Blue Chip Value Asset Management: https://bcvassetmanagement.com/
• Value Partners Private Investment Counsel: https://www.vpinvestmentcounsel.ca/

Estate Planning

• Willing Wisdom Personal Estate Planning Checklist
  • This tool takes you through a comprehensive checklist, which helps you make important estate planning decisions prior to meeting with your lawyer. It takes only 10 minutes and will lower your legal costs to update your will.
  • Check out this 2-minute video that explains the tool: https://willingwisdom.com/willing-wisdom-index-activation/
  • Contact us to receive your own free personal estate planning checklist and learn more about your personal plan, no strings attached.

Insurance

• PPI Solutions: https://www.ppi.ca/en
• Ivari Insurance Calculator: https://ivari.ca/tools-and-resources/my-insurance-view
• Manulife Group Benefits: https://www.manulife.ca/personal.html
• Canada Life Group Benefits: https://gwl.greatwestlife.com/MyLogin?cid=Oth%7CIndividual%7CGWL_GroupNet20190228EN%7COTH
• Collage HR: https://www.collage.co/

Our Affiliations