Equuis Wealth Management
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    • Cash Flow Planning
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Tools & Resources

Associations


Advocis
Customplan Financial Advisors Inc.
Financial Planning Standards Council
Million Dollar Round Table
PEAK Financial Group

Articles


Where will you live in retirement?

Financial Calculators


A partner of ours has a great resource of financial calculators on their website.  Click here for their complete list of calculators.

Books


rich is a state of mind
Rich is a state of mind
by Robert M. Gignac and Michael J. Townshend

• Read sample chapter
• Order book
(new clients of Equuis receive this book free)

pay cheques and play cheques book
Pay Cheques & Play Cheques
by Tim Hegna, Steve Tate and Robert Gawthrop


Retirement Income Solutions for Canadians
• Read sample Chapter
• Order book

with the stroke of a pen book
With the Stroke of a Pen®, Claim your life
by Jane Blaufus

Retirement Income Solutions for Canadians
• Learn More & Order

Internet Resources




Globe & Mail - Globeinvestor

National Post/Financial Post

Canadian MoneySaver Magazine

Money Sense Magazine

Canada Newswire Reports

Globefund

Canada Revenue Agency

Fundlibrary

Organizations


Investment Funds Institute of Canada

Financial Planning Standards Council

Advocis

Canadian Investor Protection Fund

Canadian Association for the Fifty Plus

Location

5405 26th Street, Vernon, BC

Contact Us

250-260-1104

Money Saving Tips

Quick Links

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Get Started
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Cash Flow Planning
Investment Planning
Estate Planning
Retirement Planning
Insurance Protection
Business Servic
  • Home
  • Get Started
  • Your Financial Plan
    • Cash Flow Planning
    • Investment Planning
    • Estate Planning
    • Retirement Planning
    • Insurance Protection
    • Business Services
    • Choosing a Financial Planner
    • Money Mindset Quiz
    • Stewarding Your Money
  • About Us
    • Advisors
    • Client Service Standard
    • Join Our Team
  • Resources
  • Contact