Why D&A our services our crew product providers Learning Centre Links & Business Partner

A little knowledge can go a long way when it comes to your money. Please use the resources below to learn more about how you can achieve your vision of the future.

In-depth PowerPoint Presentations

:: Below are a selection of PowerPoint presentations we often show clients:

 

Capital Class Funds
An overview of Capital Class Funds and how they benefit you.

Charitable Giving
An guide to charitable giving.

The Next Generation
Information about transferring wealth to your children effectively.

Par vs. UL
Participating Insurance vs. Universal Life Insurance.

Corporate Funded Life Insurance
Learn how to maximize your corporate liquid cash assets.

Insured Asset Transfer
Shelter your income from taxes and plan for inheritances

Critical Illness Protection
If you were to survive a critical illness, could you afford to lose your retirement savings?


Various Financial Calculators

:: Keep tabs on how the market is doing at The Globe & Mail's Report on Business

:: A variety of financial calculators, designed to help you get your money working for you:

  (Note: To view these calculators, you will need Java Virtual Machine (JVM) installed on your operating system. This download is currently unavailable from Microsoft for Windows XP. To download JVM from the Java Sun Site, Click here and choose the “Free Download - Get It Now” button.)

Retirement
Effect of Inflation on Income
How much income will you need during retirement after inflation?

RRSP Maximizer
See the dramatic impact of four growth strategies on your RRSP.

RRSP Planner
Will your RRSP provide you with enough income during retirement?

Retirement Planner
Will your investments and other retirement income sources sustain you through retirement?

RRIF Schedule
Create a payment schedule for a Registered Retirement Income Fund (RRIF).

Systematic Withdrawal Plan
Create a regular income stream from a non-registered investment using a SWP.

Personal Finance
Pay Yourself First
Paying yourself first is one of the best ways to build your retirement nest egg.

Formula for Wealth
Achieving financial independence involves tradeoffs between your goal, time and rate of return.

How to Become a Millionaire
See what it takes to become a millionaire.

Reduce Spending
See how spending a little less now can add so much more to your retirement fund.

Cash Flow
Determining your cash flow is an important step in planning your financial future.

Net Worth
Your net worth is what is left over after you subtract what you owe from what you own.

Investments
Savings/Investment Growth
Calculate and compare the growth of your investment portfolio using different scenarios.

Importance of Higher Returns
A higher return of only 1% or 2% can make a major difference on the value of your retirement fund.

Tax Sheltered Growth
See the dramatic impact of tax sheltering on the growth of your investments.

Real Rates of Return
Building real growth in your investments means paying attention to inflation and taxes.

Cost of Procrastination
See how delaying an investment program reduces it's final value.

Stay Invested
See the importance of time in the market rather than trying to time the market.

Insurance
Life Insurance Needs
How much life insurance do you need?

Disability Insurance Needs
Have you protected your most valuable asset, your earning power?

Mortgage
Mortgage Qualifier
What is the maximum mortgage amount you can qualify for?

Mortgage Calculator
See how you can pay your mortgage off faster.

Tax
Tax on Investment Income
See how interest, dividends and capital gains are taxed differently.



D&A Financial Services Inc.  |  17 Riverview Park, Red Deer, Alberta T4N 1E3
T: 403.342.4822  | F: 403.342.4827  |  E: trustedadvisor@dafinancial.ca


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