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Resources

Home »Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics below or use our Search Tool above to find articles pertaining to almost any type of financial situation.

If you need additional assistance, please don't hesitate to send us an email or call our office.

Investment Planning

5 Strategies for Difficult Markets
Dollar Cost Averaging
How to weather stormy markets...stay invested
I don't want to invest my money now because...

Careers, Education Planning

Can Learn
Financial priority planner
Life Long Learning Plan
Education Savings for Your Child
Education Planning and Student Aid
RESP Savings Calculator
Student Loans, Grants and Scholarships
Continuing Education - Lifelong Learning

Tax Planning

Home Buyers Plan
TaxTips.ca
Registered Disability Savings Plans (RDSPs)
Aging and Taxation
Canada Revenue Agency
CRA Netfile
Tax Calculators & Rates
Tax Tips (CRA)

Retirement Planning

Retiring Soon? You Can Do It !
Registered Retirement Savings Plans
Registered Retirement Income Funds
Lifelong Learning Plan
Pension Income Splitting

Estate Planning

Estate planning, wills and dealing with death
Caring for your aging parents
Joint accounts
Understanding Your Insurance Needs
Charitable Planned Giving


How we help

Established Family

You are more experienced now, your bank account is larger, and it is easier to think further ahead.

Protecting your family

Without barely a moment’s thought, you would protect your family from an immediate threat.

Your investments

Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your car.

Your Legacy

You have worked all your life and saved for retirement. What other planning work could possibly be left?

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Testimonials

Omer and Laurraine Ringuette

Trusting a broker is difficult and scary! Hearing such nightmares of many, it's comforting to know that we are in trusting hands with Richard Bylsma, Aesica Financial. He has made our annual, and in between, meetings enjoyable and pleasurable, even though we don't always understand all the lingo. Richard guides us with high standards of honesty, advice, and caring for his clients, it's clear he goes the "extra steps", always first, for his clients! Richard often sends emails with information of all levels of life to keep us in the "know" of things! We have dealt with Richard the years when we were still working and now (for 5 years) we are retired, and confident for our financial future! We would not hesitate, even for a moment, to recommend Richard Bylsma, Aesica Financial to our family and friends!

Derek & Annette Cook

We have been a client of Richard’s since day one. We have been impressed by Richard’s financial acumen, his ability to communicate in layman’s terms, and the results of his investment recommendations / decisions. Richard has proven time and time again an ability to outperform the TSX while managing our risk appetite. Particularly reassuring to us is our feeling of certainty in the absolute integrity of Richard’s dealings with us. We have no concerns in recommending Richard to any of our friends and family.

Calgary, Alberta

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Hot Topics

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  • Travel Insurance
  • Retirement Planning
  • Eldercare
  • Wills

About Us

We serve individuals, families and business in the Sherwood Park area. Our primary goal is to help each client meet their unique financial goals.

We are never satisfied until you are.

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