SCFT - Financial and estate planning

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The Stan Clark Financial Team’s Perspectives on

Financial and Estate Planning

Key Readings

Financial planning is important – and well worth it.

We plan for vacations, home renovations, weddings, and even shopping trips. Anything that is important to you deserves to be planned, and that includes our finances! Financial planning can help you organize and simplify your life, and it doesn’t need to be complicated. Learn more

Our financial planning process

Discover the four steps our team uses to break the complexity of financial planning into easy, bite-sized pieces – giving you a continually updated financial roadmap for the rest of your life. Learn more

Financial fundamentals

Three of the most important financial fundamentals – life expectancy, inflation and compound interest. Learn more

Personal finance 101

Want an easy-to-read summary of some key personal finance topics such as how to save for retirement, RRSPs, TFSA, and more, all together in one document? Learn more

Perspectives articles by topic
Written by Sylvia Ellis, Senior Estate Planning Specialist

Our articles on return assumptions

Return assumptions for financial plans – Part 1: Life is like a box of chocolates Read

Return assumptions for financial plans – Part 2: When seven percent is not seven percent Read

Return assumptions for financial plans – Part 3: Our solution Read

Our articles on estate planning

Why you need a Will Read

Do you have someone to act on your behalf? Read / Watch / Transcript

Alter ego and joint partner trusts Read

Our articles on insurance

How life insurance can help you and your family Read / Watch / Transcript

Safeguarding your estate: The role life insurance can play Read

Life insurance can be a valuable corporate investment both for you – and your estate Read

The advantages of charitable life insurance Read

How you can use life insurance as an investment Read / Watch / Transcript

Disability Insurance: Do you have enough? Read

Critical illness insurance: Is it for you? Read / Watch / Transcript

Long-term care funding options: What's best for you? Read / Watch / Transcript

Our articles for business owners

Business succession planning Read / Watch / Transcript

Business owners: You can diversify by buying shares of public companies Read / Watch / Transcript

Individual Pension Plans Read

Our articles on charity

Giving until it feels good Read

Charitable Giving Read / Watch / Transcript

Universal Outreach maximizes donations for the greatest impact Read / Watch / Transcript

Health for Humanity Read / Watch / Transcript

Donor advised funds Read

Private foundations: A more personal way of giving Read

Our tips for the younger generation

Tips for the younger generation: Saving – it pays to start early! Read / Watch / Transcript

Prepare for your future self Read

To start putting money away, first get back to the basics Read / Watch / Transcript

Saving – your pennies and your peace of mind! Read / Watch / Transcript

Good spending vs. bad spending Read / Watch / Transcript

Property 101: Buying your first home Read / Watch / Transcript

Entering the stock market: Main points for every beginner to know Read / Watch / Transcript

TFSAs: An important, effective way to grow your wealth Read / Watch / Transcript

RRSPs: You can't start saving for retirement too early! Read / Watch / Transcript

Stocks vs. bonds: What's the difference? Read / Watch / Transcript

Millennials' endgame: Financial independence — Conclusion of a series Read / Watch / Transcript

Combined series

Financial and estate planning