Documents for downloading

Download in PDF. Windows users will need the free Acrobat Reader. Get it here.

Tax Guide for Investment Advisors

Sample Chapter: 15 - Capital Gains and Losses

2016 Canadian Personal Tax Checklist

Effectively organize your documents for your 2016 Canadian tax filing.

Net Worth Statement

A great reference point for a discussion about estate and financial planning.

Preparing A Business Plan

This is my key data collection tool for preparing an effective business plan.

Non-Resident Owners Of Canadian Rental Properties

Everything you need to know, but were afraid to ask!

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