Resources
Our clients are informed.Welcome to the Cordis Financial resource library! Here, you will find information about financial products and services that will help you make an informed decision.
Go to calculators & forms
Universal vs. Whole Life
To understand the differences between Whole Life and Universal Life Insurances, be sure to consult with your Advisor.
Universal Life
The invested premiums fund the death benefit, and whenever excess premiums occur they are then invested.
TFSA vs. RRSP
These two investment options act differently when you withdraw funds; RRSP withdrawals are taxed, TFSA withdrawals are not.
Spousal RRSPs
Spousal RRSPs contain additional advantages for couples who have a partner earning higher income than the other.
Spousal Loans
Income splitting is one the of the most practical ways for families to reduce their taxes.
Segregated Funds
It’s a question we hear often – can I guarantee my investment? Well, in a sense, yes.
Useful Online Calculators
Downloadable Forms
Get In Touch
10563 172 St.
Edmonton, AB, T5S 1P1
(780) 945-2881
info@cordisfinancial.ca