How to Eat an Elephant: Achieving Financial Success One Bite at a Time

Index

A

absenteeism

accounts

chequing

high-interest savings

investment

joint

savings

activity expenses

additional funds

age of majority

AIG Insurance

Air Canada

annual payments

annual return

appraisals

artwork

asset allocation

asset preservation

assets

liquid

liquidating

personal

attorney

B

bank statement

bankruptcy

trustee in

banks

beneficiaries

naming

beneficiary designations

benefit plan

flex-benefit

healthcare spending accounts (HSAs)

traditional

benefits,

child care

dental

educational assistance

eye care

fitness-club memberships

health

life insurance

long-term disability

low-interest/interest-free loans

paramedical

prescription drug

retirement funding

taxable

wellness programs

benefits coverage booklet

bills

bonds

bonus pay

borrowers

brokerage account

budget

apps

built-up cash value

business ownership

buy-sell agreement

C

cable

Canada Pension Plan (CPP)

Canada Pension Plan Disability Benefit

Canada Revenue Agency (CRA)

Canada Savings Bond

Canadian Investment Managers (CIM)

capital gains

capital gains tax

capital loss

car insurance

car loan

career

caregiving arrangements

cash donations

cash-flow statement (see also budget)

cash value

cashable savings bond

cellphone

certified cultural property

Certified Financial Planner (CFP)

Certified General Accountant (CGA)

Certified Management Accountant (CMA)

charitable donations

charitable remainder trusts

charity

Chartered Accountant (CA)

Chartered Financial Analyst(CFA)

Chartered Life Underwriter (CLU)

Chartered Strategic Wealth Professional ...