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Home //Resources

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.

Investment Planning

5 Strategies for Difficult Markets
Dollar Cost Averaging
How to weather stormy markets...stay invested
I don't want to invest my money now because...

Careers, Education Planning

Can Learn
Financial priority planner
Life Long Learning Plan
Education Savings for Your Child
Education Planning and Student Aid
RESP Savings Calculator
Student Loans, Grants and Scholarships
Continuing Education - Lifelong Learning

Tax Planning

Home Buyers Plan
TaxTips.ca
Registered Disability Savings Plans (RDSPs)
Aging and Taxation
Canada Revenue Agency
CRA Netfile
Tax Calculators & Rates
Tax Tips (CRA)

Retirement Planning

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

Estate Planning

Estate planning, wills and dealing with death
Caring for your aging parents
Joint accounts
Understanding Your Insurance Needs
Charitable Planned Giving


Hot Topics

    Hot Topics
  • Estate Planning
  • Travel Insurance
  • Retirement Planning
  • Eldercare
  • Wills

Categories

business planning (5) debt management (7) education planning (4) eldercare (9) estate planning (50) financial planning (8) financial strategies (45) financial strategy (11) insurance (4) insurance planning (26) investment (14) investment planning (86) investments (20) life insurance (5) retirement (8) retirement planning (67) rrsp (14) saving strategies (8) tax planning (18) tfsa (11)
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Our Locations

We have office locations in Surrey and in Vancouver!

  • Phone: (604) 812-8738
  • Fax:
  • Email: info@insuredbydarlene.ca

A WORD FROM OUR CLIENTS

  • We are a small family who recently purchased our first house. To ensure our financial security and peace of mind we went to Darlene to purchase Life Insurance for both my husband and me. Darlene really took the time to explain all the different options for us and what the pros and cons were for each option. We never felt pressured to purchase anything, instead we felt that she really had our well-being in mind and that she was willing to go the extra mile to get us an excellent insurance policy that works for our family. She was friendly, helpful, and professional every step of the way. I would recommend her for anyone looking for information on insurance or investments.

    KB

    Surrey BC

  • Darlene really took the time to explain how life insurance could better our lives, protect our future and how really simple it is. My husband and I had been putting off the idea of obtaining life insurance for years, afraid of how daunting it sounded and what to expect (afraid). I really did not want to open to this idea, but once she sat us down, reviewed our options and explained how it works, we were totally at ease. Darlene took the time to understand our concerns, lifestyle and goals - and we were all on the same page when it came to choosing which portfolio was right for us.

    JB

    Surrey BC

  • Darlene has played an integral role in building my personal financial well-being through TFSA' and RRSP's. She was always available to answer my questions and do the legwork to ensure I would be comfortable with my investments. Being a young person I knew very little of investments, Darlene put my mind at ease and has me on a successful investing path.

    AK

    Abbotsford BC

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