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Eligible Medical Expenses
Assuris (CompCorp)
Canadian Association of Financial Planners (CAFP)
Canadian Association of Gift Planners
Canadian Initiative for Elder Planning Studies
Canadian Institute of Financial Planners (CIFP)
Canadian Life and Health Insurance Association (CLHIA)
Charity and Not-For-Profit Law
Child Health Benefit Plan | Alberta.ca
Financial Assistance for Seniors | Alberta.ca
Gift Planning in Canada
Seniors Health Benefits | Alberta.ca
Ombudsman for Life & Health Insurance
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Alberta Insurance Council
Insurance Bureau of Canada
Insurance Council of British Columbia
Insurance Canada
Insurance Institute of Canada
Financial Planning Standards Board
Governmental Agencies & Programs and ITT Bulletins
We respectfully acknowledge that we are located on the traditional territories of many First Nations, Métis, and Inuit peoples who have cared for this land for generations. We honour their histories, languages, cultures, and ongoing contributions to our shared communities.