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Resources

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Publications

Canadian MoneySaver

MoneySense Magazine 

The Toronto Star Business

The Financial Post

Report on Business


Taxes

TaxTips.ca 

 

Calculators

Ernst & Young Personal Tax Calculators 

Intuit Tax Calculator

Mortgage Calculators


Government Resources

Registered Education Savings Plan – RESP

A registered education savings plan (RESP) is a contract between an individual and a person or organization.Under the contract, the subscriber names one or more beneficiaries and agrees to make contributions for them, and the promoter agrees to pay educational assistance payments (EAPs) to the beneficiaries. For more information, see How an RESP works.

Registered Retirement Savings Plan – RRSP

An RRSP is a retirement savings plan that you establish and to which you or your spouse or common-law partner contribute. Deductible RRSP contributions can be used to reduce your tax.

Tax-Free Savings Account – TFSA

The Tax-Free Savings Account (TFSA) allows Canadians, age 18 and over, to set money aside tax-free throughout their lifetime. Each calendar year, you can contribute upto the TFSA dollar limit for the year, plus any unused TFSA contribution room from the previous year, and the amount you withdrew the year before.

Home Buyers’ Plan – HBP

The Home Buyers’ Plan (HBP) is a program that allows you to withdraw funds from your registered retirement savings plan (RRSPs) to buy or build a qualifying home for yourself or for a related person with a disability. You can withdraw up to $25,000 in a calendar year.


Credit Reports

You can order credit reports via mail from Equifax or TransUnion

 

 

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Brandon Durant
Certified Financial Planner®

Phone: 613-829-7874
Fax: 613-721-9781
Email: brandon.durant@dfsin.ca

Office Address:

880 Lady Ellen Place, Suite 200, Ottawa, Ontario K1Z5L9

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For security reasons, please contact us by phone when sharing any personal or confidential information. Emails are not considered a secure means of transmitting information.

® Registered trademark owned by Desjardins Financial Security Life Assurance Company

*Mutual funds distributed through Desjardins Financial Security Investments Inc.

Life and Health Insurance products are provided by Brandon Durant through Desjardins Financial Security Independent Network. Life and Health Insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered supervised or reviewed by DFS Investments. DFS Investments is the Mutual Fund Dealer through which  Mutual Fund Products and Services are provided. 

About Desjardins Financial Security Investments Inc.

This site is not the property of Desjardins Insurance1 or Desjardins Financial Security Independent Network. They do not have any control over the content or the use of the site.

Desjardins Insurance1 and Desjardins Financial Security Independent Network shall not be liable or responsible to any person for any harm, loss or damage (whether arising in contract, tort, negligence or otherwise) that may arise directly or indirectly from this site, the inability to use, or malfunctioning of this site or the information contained herein, including any direct, indirect, special, third party or consequential damages. 

This site is not the property of Desjardins Financial Security Investments Inc. (DFS Investments). DFS Investments has control over the content of this site by their review of the information provided in accordance with its policies and procedures. DFS Investments is not responsible for the content in this website that is unrelated to the business of DFS Investments nor is it responsible for the monitoring or supervision of these other business activities. 

1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products. 

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