Knowledge is Power
We’ve compiled a collection of valuable resources that will empower you to make an informed financial decision.
Financial News
Videos
Tools, Calculators and Useful Links
Financial Planning
- Group Natale Inc – Wealth Management Service Offer
- We Bring Peace of Mind – Flyer
- Financial Planning Expertise Profile
- Financial Planning Quick Reference Sheet – 2023
- Financial Health Checkup – IQPF
- Estate Planning Questionnaire for Business Owners – Worksheet
- Financial Check-up – Calculator
- Budget – Calculator
- Life Insurance Needs FNA – Calculator
- Life Insurance Needs FNA – Worksheet
- Get your FREE Life Insurance Quotes online right here!
- Net Worth – Calculator
- Open Investment Accumulated Balance – Calculator
- Financial calculators
Education Planning
Retirement Savings Planning
Estate Planning Strategies
- Estate Planning
- Wealth Transfer Strategy
- Government as a Silent Partner
- Corporate Estate Bond Solution
- Shared Ownership (Split Dollar) Critical Illness Solution
- Business Value Protector Rider
- Immediate Finance Arrangement (IFA)
- Corporate Insured Retirement Plan
- Personal Insured Retirement Plan
- Open Investment Accumulated Balance – Calculator
- 2024 executor checklist en
Investing & Taxes
- 2024 Q1 Macro & Markets Outlook – Chartbook. PDF
- 2022 the BIG PICTURE – Andex Chart. PDF
- Get your FREE Investment Portfolio Comparison Report Today
- Investor Risk Profile Tool
- Investment & Regular Deposit Calculator
- Investment & Regular Withdrawal Calculator
- Real Rate of Return Calculator
- TFSA vs Taxable Investment Calculator
- TFSA vs RRSP Calculator
- TAX – Calculator
- SCOTIA BANK Tiered Investment Savings Account
- SCOTIA BANK Corporate Investment Savings Account
- CANNEX GICs and Term Deposit rates – Link
- CIRQUE DU SOLEIL – The Magic Walk – PDF
Mortgage & Lending
Tools and Useful Links
Strategic Alliances
Compliance
- Financial Security Advisor Disclosure
- Privacy and Protection of Personal Information Policy
- Complaint Examination Policy
- Register of firms and individuals authorized to practice – Autorité des marchés financiers – AMF
- Representative certification – Gennaro Natale – AMF 2024-2025
- Firm Confirmation of registration – AMF 2024-2025
- Institute of Financial Planning – Gennaro Natale – IQPF
Tax, TFSA & RRSP Planning
Investor Education
Canadian Financial News
Stock Exchanges/Quotes
Other Useful Links