links & resources
We are committed to providing you with information and resources to support you on your financial journey. Our goal is to empower you with knowledge and tools that will enhance your experience and help you achieve your goals.
Stay tuned for new links and resources that will be added to this page regularly.
Will Planning Workbook
As your life changes and evolves, your legal documents should reflect these changes to ensure your wishes are carried out. Take the time to revisit your will, trust, and any power of attorney you have to confirm they align with your current wishes.
Will Planning Workbook (pdf)
Download2023 INCOME TAX CHECKLIST
Whether you prepare your tax return yourself or have an accountant or tax specialist do it for you, this 2023 Income Tax Checklist will help you identify all relevant documents you need to collect prior to starting your income tax return.
2023 Tax Return Checklist (pdf)
Download
Strategic Wealth Management Services Inc. is a licensed firm with the FSRA in the province of Ontario, offering a full range of insurance-related products through Financial Horizons Group, a Managing General Agent (MGA)
B-2395 Lakeshore Road West, Oakville Ontario L6L 3E7 Canada
Office: 905-847-4750
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