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    • Financial planning
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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.


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Insurance products, including segregated fund policies, are offered through Ned Paunic, and Ned Paunic, offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd. For the Quadrus privacy policy, click here.


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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