Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics below or use our Search Tool above to find articles pertaining to almost any type of financial situation.

If you need additional assistance, please don't hesitate to send us an email or call our office.

Retirement Planning

Retiring Soon? You Can Do It !
Registered Retirement Savings Plans
Registered Retirement Income Funds
Lifelong Learning Plan
Pension Income Splitting

Estate Planning

Death and Taxes
Caring for your aging parents
Joint accounts
Understanding Your Insurance Needs
Aging and taxation
Charitable Planned Giving

Burnaby Office

5832 Walker Avenue
Burnaby, BC V5E 3B2
Phone: (604) 439-9093
Fax: (604) 936-4313
Email: cherberts@moneyworks.com

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Coquitlam Office

685 Keneng Court
Coquitlam, BC V3J 7T6
Phone: (604) 936-4355
Fax: (604) 936-4313
Email: dhucul@moneyworks.com