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          • Home
          • About
          • Advice
          • Planning
            • Financial planning
            • Insurance
            • Savings
            • Investments
            • Retirement
            • Business owners
          • Contact
          • Client resources
            • Client logins
            • Useful Links
            • Calculators

          Useful Links

          Financial Resources

          Guaranteed Investment Certificates (GIC) - One-pager

           

          Government Benefits

          CPP Retirement Pension Benefits - Potential Entitlement (Sun Life) - One-pager

          Canada Pension Plan

          Old Age Security

          When Should I Take Canadian Pension Plan (CPP)? - One-pager

          Planning Tools


          Home Buying

          Canada Mortgage and Housing Corporation (CMHC)

          First Home Savings Accounts (FHSA) - One-pager
           

          Budgeting

          Comparison of retirement income options - RRIF vs. Annuity - One-pager

          Countdown to... Retirement - One-pager

          Government of Canada - Budget Planner

          Life events goals based planning - One-pager

           

          Other

          Visitors to Canada: Emergency Medical Insurance Plan
          (Manulife / 21st Century) -
          Brochure

          What Happens To your Accounts When You Die? - One-pager

          Ned Paunic
          Certified Financial Planner
          Investment Representative
          ned@peacockplanning.ca
          Cell: 519-551-7842
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          Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.


          The use of email is not a secure medium and personal information should be transmitted by more secure means.


          Insurance products, including segregated fund policies, are offered through Peacock Planning and Advisory Corp., and Ned Paunic, BA (Econ), and Ann Lucente offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.


          Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.


          The information on this website is intended for residents of ON only.


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          Ned Paunic

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