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Resources

You are here: Home / Resources

Resources

Helpful Websites

GetSmarterAboutMoney.ca
Canadian Credit Report
Canada Revenue Agency
Canada Pension Plan 
Employment and Social Development Canada
Canada Life & Health Insurance Association Inc. 

Canadian Financial News

Bloomberg
Canadian Business 
Financial Post 
Globe & Mail Report on Business
Globe Investor

Investment Account Information

RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
RESP (Registered Education Savings)
TFSA (Tax-Free Savings Account)
RDSP (Registered Disability Savings Plan)

Resources for Ages 55+

Old Age Security (OAS)
Canada Pension Plan (CPP)
Senior Tax and Benefit information
Seniors Canada website

Get in Touch

Washburn Financial
Mike Washburn, CFP, CLU, ChFC
Rick Landine, M.Sc.E., P.Eng.

(506) 457 2749
info@washburnfinancial.ca
Fax: (506) 474 1896

466 Queen Street, Wilmot Alley
Fredericton, NB
E3B 1B6

Latest News

  • Easy Exit: Business Succession in a NutshellMay 4, 2022 - 9:59 am
  • 2022 Federal Budget HighlightsApril 8, 2022 - 12:48 pm
  • 2021 Income Tax Year TipsApril 1, 2022 - 1:46 pm

About

Our work is written in customized reports that are tailor made for you. We review the reports together and answer any questions that arise. Often, we end up re-writing parts of the report based on further feedback from you. Finally, a checklist is presented with priorities noted to enable sure implementation of the desired results. But our job doesn’t end there. With scheduled follow-up meetings, by phone and in person, we keep the plan current to keep you on your path.

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