General

• Joint Election to Split Pension Income
  
  Complete this form if you and your spouse or common-law partner are electing to split eligible pension income received
  in the tax year.
   
•  Will Preparation Checklist
  
  A checklist that will help you to organize the information needed to draw up a will for meeting with a lawyer.
   
• Legal and Estate Planning Assistance
  
  
  • Timothy J. Thomas
  • Partner
  • Direct Line: 613.566.2805
  • Email: tthomas@perlaw.ca

  Recognition by your peers is one of the most gratifying experiences life has to offer, regardless of your discipline. The firm recognized Tim's leadership and business savvy in 1996, when he was named Managing Partner for the firm, a position that he held until September 1999.

  Tim's practice centres on negotiation and preparation of financing documentation - for financial institutions and borrowers, leasing matters, and commercial real estate development, including the sale, purchase and financing of commercial, industrial and residential properties. He also advises clients on business transactions, including sales acquisitions and financing.

  • Credentials:

    • Baccalaureate of Arts (BA), Carleton University, 1981
    • Baccalaureate of Laws (LL.B), University of Ottawa, 1984
    • Admitted to Bar 1986

    Memberships/Affiliations:

    • Canadian Bar Association
    • Law Society of Upper Canada
    • County of Carleton Law Association

    Professional Activities:

    • President and Director, Centre Youville Centre Ottawa-Carleton Inc.
    • Instructor, Bar Admission Course
    •  Director, Make-A-Wish Foundation of Eastern Ontario

   

• List of Members of Parliament
  
   
• Ottawa Better Business Bureau
  
  The BBB's mission is to promote and foster the highest relationship between businesses and the public through voluntary self-regulation, consumer and business education, and service excellence.
  
   
• Better Business Bureau - International
   
   

 Financial Calculators

• Home Budget Analysis
• Net Worth Calculator
• Retirement Planner
• RRIF Payment Calculator
• RRSP Loan Calculator

Income Security Program Applications

		Canada Pension Plan Retirement Benefit Form
		Canada Pension Plan Sharing of Benefit Form
		Estimate Request for Canada Pension Plan Retirement Pension
		Child Rearing Dropout Provision, Canada Pension Plan
		Application for the Old Age Security Pension
		Canada Pension Plan - Application for Death Benefit
		Human Resources and Social Development Canada
			All available Canada Pension Plan and Old Age Security forms and applications are at this site.
		Canada Pension Plan Survivor's Pension and Child(ren)'s Benefit(s)
			Complete the application in this kit to apply for survivor's pension and /or children's benefits following the death of a Canada Pension Plan contributor.

Financial

•  T4040 RRSPs and Other Registered Plans for Retirement - 2010
  
  Use this guide if you want information about registered pension plans (RPPs), registered retirement savings plans (RRSPs), or registered retirement income funds (RRIFs).
  
  This guide has information that you may need to complete
  your return, which is not in your income tax package.
  
   
•  TD1 2011 Personal Tax Credits Return
  
  2011 Personal Tax Credits Return
  
   
• Advocis

  The Financial Advisors Association of Canada provides a platform of knowledge, advocacy, community and protection enhancing the professionalism of financial advisors and planners in the best interest of the consumer.

• Assuris protects Canadian life insurance policyholders
  
  Assuris protects Canadian life insurance policyholders against loss of benefits due to the financial failure of a Member Company.
   
• CI Investments