Your financial situation doesn’t need to be complicated
Can’t find what are you looking for? Do you have questions about the resources below, or would like more details?

Offload authentication and token management for all your integrations.

Sync data between your application and your customers' SaaS.

Integrate with multiple providers through a single set of API endpoints.

Develop faster against normalized objects and fields across connectors.

Make authenticated requests against any provider endpoint.

Subscribe to webhooks to trigger downstream actions and workflows.

Subscribe to webhooks to trigger downstream actions and workflows.

Manage connections and integration health through a management portal.
When you or someone you know is travelling, choose the travel plan that’s right for you. Get help covering unexpected or emergency medical expenses when you travel – including COVID-19.

Try these helpful links and articles to learn more about your taxes.
Source: Government of Canada

For large teams & corporations.
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There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences. Try the Will Planning Workbook and Will Planning Checklist below.
Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need.
Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it?
We are here to help. Contact us to help explain your results and what they mean for your situation.

Use your financial information today to help decide how much insurance you may need.

Create your customized budget and receive personalized tips to improve your finances.

Determine what you can afford, and estimate what your expected payments may be.

Calculate how to pay down your debt and reach your financial savings goals.

Estimate your retirement income, employer pensions and other sources of income.

Find out how much you will need to save for your retirement savings goal.

See how your savings can grow faster inside a TFSA than in a taxable investment.
*These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.
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