Helpful Items

Here at Intent, we are always checking in with other thought leaders. Here are links to some of our favorite

  • Financial Planning Standards Council – This is a link to a professional standards-setting and certification body dedicated to protecting consumers. It is a great source for resources about both consumers and advisors.
  • Exit Planning Institute – This is the international organization, based in the United States, that is the pre-eminent educational organization for exit planning.
  • Canadian Pension Plan overview – This is a link to the Canadian government’s website, specifically to the page for information about the Canadian Pension Plan benefit.
  • Canadian Old Age Security payments – This is a link to the Canadian government’s website, specifically for information about Old Age Security payments.
  • Canadian Disability benefits  – This is a link to the Canadian government’s website, specifically for information about disability pensions and children’s benefits, savings plans and a gasoline tax refund program.