Free family guides
Plain-language checklists to help you make confident decisions. Enter your email to open any guide — Jay-R is happy to walk you through it too.
Life Insurance 101 for Parents
Term vs. permanent, how much you need, and common mistakes.
The RESP Playbook
Unlock free government money for your child's education.
New Baby Money Checklist
Everything to set up in your baby's first year.
First Home & Mortgage Protection
Build your down payment with an FHSA and protect your first home.
Family Debt-Free Roadmap
A step-by-step plan to pay down debt faster.
Retirement Ready at Any Age
RRSP, TFSA, CPP and OAS made simple.