Tools & guides
Resources
Everything you need to start planning with confidence.
Get Started
Downloadable planning guides
These documents are the first step in working with CrossPoint. Download, complete, and return to our team.
Financial Planning
Fact Finder
To get to know your financial situation and your goals, we ask that you download and complete this Financial Planning Fact Finder.
Once completed, please forward it to info@crosspointfinancial.ca and someone from our team will get in touch within 24 business hours.
Will & Estate
Planning Questionnaire
Estate planning typically comes near the end of our planning process, unless someone doesn't have a Will, in which case it's important to have one done.
Our comprehensive questionnaire guides you through all the crucial aspects that need careful consideration, so you're fully prepared to make the most of your time with the lawyer.
Know What To Ask
Key to finding a financial planning partner
Answers to these 6 questions are key to finding an advisor that is the right fit for you.
Not sure how CrossPoint answers these questions?
Ask us. We're happy to walk you through our approach, our credentials, and exactly how we work on your behalf, no obligation.
Do Your Homework
Your due diligence is essential
We highly recommend that you do your due diligence when seeking an advisor. The Canadian Investment Regulatory Organization (CIRO) makes information about every advisor available for the general public to review. Use the advisor search tool to verify credentials, registration status, and any disciplinary history before you commit.
To search: visit the CIRO website, scroll to the bottom of the page and press the "Start Search" button to look up any advisor by name.
Know Your Advisor
CIRO publishes registration and disciplinary information on every licensed advisor in Canada. It's free, public, and takes less than a minute.
Recommended Reading
Book recommendation
Advocacy in Aging — Estate Planning in the Living Years
Marc G. Séguin, MBA
A key topic we focus on in estate planning at CrossPoint is aging — and what your plans are for the living years. This book is a valuable resource for planning your own aging or assisting aging parents, covering healthcare planning, powers of attorney, downsizing, health care directives, and more.
- Five planning pillars covering financial planning, powers of attorney, downsizing, health care directives, and gradual transitions
- A focus on building your team of advocates for a seamless transition of personal care and estate management