Insight 360° OS
See how we move from diagnosis to a coordinated decision and implementation plan.
Explore the system →Useful, trusted, organized
Financial resources for real decisions.
Start with Insight Planning's guides, tools, and explanations. When you need primary-source information, go directly to the Canadian government, regulators, and professional organizations below.
Insight Planning resources
Go deeper on the decisions that matter.
These resources are designed to help you understand the question before you decide what to do. They are educational and do not replace advice for your circumstances.
Insight 360° Guides
Plain-language guides on retirement, estate, tax, business-owner, and family decisions.
Browse the guides →Clarity Tools
Structured self-checks that surface questions, trade-offs, and possible blind spots.
See the tools →Insight 360° Blog
Current perspectives on Canadian tax, investing, retirement, and financial planning.
Read the blog →How We Invest
Understand our evidence-based investment approach, portfolio construction, and discipline.
How we invest →How Fees Work
See how asset-based advisory fees are calculated and what to ask about other costs.
Understand fees →Primary Canadian sources
When the rules matter, start with the source.
Government and regulatory pages change. These links are provided as a starting point; confirm current rules and your personal situation with qualified professionals.
Canada.ca: Benefits & retirement
CPP, OAS, EI, retirement income, and other federal benefits.
Visit Canada.ca →Canada Revenue Agency
Tax returns, RRSPs, TFSAs, capital gains, registered plans, and forms.
Visit the CRA →Financial Consumer Agency of Canada
Independent consumer information on banking, borrowing, saving, and investing.
Visit FCAC →CIRO
Canada's investment and mutual fund dealer self-regulatory organization and investor resources.
Visit CIRO Investor Office →CIPF
Learn about protection for eligible investment accounts if a member firm becomes insolvent.
Visit CIPF →FP Canada
Learn about professional financial planning standards and the CFP® designation.
Visit FP Canada →Still not sure where to start?
Bring a question, a statement, or a decision you are weighing. We can help you identify what needs to be clarified first.
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