
CHIMUK LANDRY
Resource Library
To better serve our clients, we offer helpful resources and links as tools to help you plan and prepare for our Living Plan review. Each available resource document or website is listed under each planning category below. To access the links, you must sign in.
If you are an existing client, click on Access Resource Library below. If you have forgotten your password, please contact our team directly to request access. If you are new to Chimuk Landry and would like to know more about what we offer, please click on the Request Introduction button below.
Please note, these documents are for illustration purposes only. Please contact our team directly to further discuss any questions you may have regarding your Living Plan.
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Clarifying your complete financial picture
Expense worksheet (.pdf)
Expense worksheet (fillable .xls)
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Goals and Concerns worksheet
Registered Education Savings Plan (RESP)
Mortgage Solutions
Registered Disability Savings Plan (RDSP)
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Business Tax Checklist
Individual Tax Checklist
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Insurance Planning
IG Managed Risk Portfolio
IG Core Portfolios
iProfile Discretionary Portfolio - COMING SOON
iProfile Portfolio - COMING SOON
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Estate Planning Guide
Personal Records Organizer for Estate Planning
POA - Duties and Responsibilities
Strategic Charitable Giving Program
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Mortgage Rates
Mortgage Rate Calculator
Start Education Planning
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For current clients, please email our team for access to all Client Resource Library links at chimuk.landry@igpwm.ca.
About Chimuk Landry Private Wealth Management
Chimuk Landry is a unique boutique-style Financial Planning firm within IG Private Wealth Management. Our team’s focus is to provide clients with confidence and clarity to help them achieve their financial goals and dreams at each stage of their lives.
We work closely and listen to our clients to help motivate, build, and manage their wealth in a way that is as unique as the individual. We remain with our clients every step of the way and work to stay current and knowledgeable within our industry and the ever-changing world around us. We welcome change and are continually evolving to better ourselves for our clients.
Since 1976 and based out of Winnipeg, Manitoba, we work with clients all across Canada to ensure they feel a part of our family, no matter the distance.
If you are new to Chimuk Landry Private Wealth, we would love to hear from you. Please use the button below to request access to our resource library and to introduce yourself.