Assentt Coach

Learning pathVIP3 modules

Wealth and estate planning

Grow and protect wealth, turn savings into retirement income, and pass it on efficiently — the VIP path.

  • 1 hr 28 min
  • 9 units
  • 3 knowledge checks
Preview the first unitUp to 190 XP+25 XP per check passed
Path trophy+100 XP on completion

Modules in this learning path

3 modules · 9 units

  1. 1Module 1Build the planNet worth, allocation, fees and asset location.29 min3 units30 XP
    1. Net worth and goalsFree preview9 min
    2. Asset allocation and feesVIP10 min
    3. Asset locationKnowledge checkVIP10 min
  2. 2Module 2Retirement incomeCPP, OAS, RRIF drawdowns and retiring from a corporation.30 min3 units30 XP
    1. CPP and OAS timingVIP10 min
    2. Drawdown order and RRIFsVIP10 min
    3. Retiring from a corporationKnowledge checkVIP10 min
  3. 3Module 3Estate planningWills and powers of attorney, taxes at death, probate and beneficiaries.29 min3 units30 XP
    1. Wills and powers of attorneyVIP9 min
    2. Taxes at deathVIP10 min
    3. Probate, beneficiaries and trustsKnowledge checkVIP10 min

About this path

A complete, Canadian-specific framework for building, drawing down and transferring wealth with fewer surprises.

What you'll be able to do

  • Build a net worth plan with tax-efficient asset location
  • Sequence CPP, OAS, RRIF and corporate withdrawals
  • Prepare wills, powers of attorney and an estate tax plan

Educational content for Canadians, not personal tax, legal or investment advice. Rules, limits and rates change every year and differ by province — confirm the current figures with CRA or a CPA before acting.

Discussion

Sign in to join the conversation.

  • No posts yet—start the conversation.