Resources

USEFUL DOWNLOADS • INFORMATIVE VIDEOS • SUBSCRIBE FOR UPDATES

This 10 minute video explains why so many Canadians are struggling to save for their futures. More importantly, it discusses little known strategies to help you finally get ahead.

Downloads & Free templates

Important documents to help you organize and strategize your financial life and legacy.

Last Will & Testament Planning Kit

This useful guide helps you to negotiate one of life’s most difficult to prepare documents – your Last Will and Testament.

Use this planning tool to help you to better understand the implications of the choices you must make in writing your Will. Even Wills prepared by high priced law firms are not immune to some of the pitfalls outlined in this kit. Don’t make the mistake of thinking that your lawyer has “it all taken care of for you”. These best intentions won’t help you if you are missing something vital, such as having a Digital Directive.

Best intentions and a toonie will buy you a coffee at Tim Horton’s
anonymous

Last_Will_Testament_Planning_Worksheet Download

Last Will & Testament (Alberta)

If you are one of the over 50% of Canadians without a proper Will, use this Alberta specific one in the interim to help make sure your final wishes are known.

_{Note that although this document is up to date, legally binding, and every pertinent authority’s resources were consulted in the writing of it, it is not a legally prepared Will. Heritage Legacy Financial strongly urges you to obtain a legally prepared Will and retains no responsibility for any unintended consequences resulting from your use of this interim Last Will and Testament.}

Interim_Emergency_Will_Alberta Download

Become a Subscriber

Subscribe to Lance’s quarterly newsletter and stay informed on the issues that matter most to your financial future. Each edition offers clear, timely insights on market trends, investing, the economy, government policy, legal changes, and political developments that may affect Canadians and their money.