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Financial Education

Financial Planning Education Tools and Information


We regularly search the internet for educational materials and tools that are really cool and may help you on your journey. We feel that professional Lawyers, Tax Accountants , Estate Planning specialists will provide you with a much higher standard of care over that provided by CFP's. If you have complex financial planning needs we will connect you with our specialists from over 66 Mortgage Lenders,  28 Life Insurance and 70+ Investment companies. We feel its better to have open access rather than being tied to one or two organisations that only represent their own interests.

Disclaimer: Agile Financial Services educational and website content represents our opinions only. Our educational tools are designed to provide you with ideas that may help you save 1% more while you are mapping out your financial future over the course of your working life. These suggestions do not constitute either a partial or complete financial plan. 
We are not certified, registered, authorised, or any other type of financial planners. These links and information are from external sources. We take no responsibility for accuracy, completeness or up-time of other servers. Some of our links below:

Free Financial Planning Tools

Canadian Retirement Income Calculator

Canadian Benefits

Tax Free Savings Accounts (TFSA)

Registered Retirement Savings Account (RRSP)

Registered Education Savings Plan

When To Buy

Check your Stocks Cape Ratio

Robert Shiller Nobel Prize Winning Economist

Individual Finance and Insurance Decisions Centre

Rent or Buy your Home?


If you are interested in speaking with an experienced financial planning agent please call our office at 800-748-5306 or email us and an agent will reply promptly.

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