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Resources

Helpful Websites

GetSmarterAboutMoney.ca
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)
Information
Canada Pension Plan (CPP)
Information
Senior Tax and Benefit information
Seniors Canada website

Contact Us

Get in Touch

Cathcart Financial
Dan Cathcart, BSc. Engineering
Senior Advisor
Tel: 780-709-0711
Email: dan@cathcartfinancial.ca

6325 Gateway Blvd. Suite #126
Edmonton, AB
T6H 5H6

Book a call

Latest News

  • Is the Life Insurance Industry in Canada Stable?February 1, 2023 - 7:00 am
  • Don’t Wait Too Long to Convert Your Term InsuranceJanuary 2, 2023 - 1:29 pm
  • Has Purchasing Life Insurance Changed Since 2020?December 1, 2022 - 6:30 am

About

Dan is passionate about great financial planning and utilizes unique and personalized solutions. Being in the Business for some time now Dan has developed a process for working with his clients that puts them in the best position to succeed

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