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Received an inheritance? Here’s what to do next.
According to estimates, about $1 trillion will be transferred from one generation to the next between 2016 and 2026.1 Have...
2023 Year-End Checklist: Top 10 Strategies for Success
As 2023 comes to a close, consider reviewing your current financial situation and our 2023 year-end checklist. Some items to...
Should you open an FHSA before December 31st?
Launched earlier this year, the Government of Canada launched a new type of investment account to help Canadians save toward...
Focus on what you can control: Five steps to deal with rising costs
Many Canadians find today’s rising cost of living difficult to manage. If you’re on a fixed income, or haven’t been...
Financial checklist for newer parents
If you’re a new parent, or even if you’ve been one for a little while, you’re no doubt filled with...
Charitable giving using life insurance
As her family all gathered to sit down at the Thanksgiving dinner table, Mable felt she had an extra-special reason...
Strategies to save for your children’s education
One important financial goal you might have is saving for your children’s post-secondary education. But, this is likely not your...
What to expect from a financial review
The COVID-19 pandemic may have unsettled many aspects of your life – including your financial situation. Even if your employment...
Questions to ask your financial advisor
You should always be able to ask as many questions as you’d like when working with your financial advisor. So,...
Save The Date: Thanksgiving Open House and Food Drive
As we prepare for Thanksgiving in a few weeks please take some time to think about those in need in...
6 ways to protect yourself against cyber threats
As a long-term investor, you know following time-tested investment principles can help you manage financial risk. Using the same principles...
Time to renew your mortgage? Here are 5 things you can do
In the last two years, the conventional mortgage lending rate for five-year term mortgages rose 77%.1 According to the Bank of...
What to expect from a financial review
The COVID-19 pandemic may have unsettled many aspects of your life – including your financial situation. Even if your employment...
RRSP or TFSA: Which one makes sense for you?
At first glance, many investors are left wondering whether they should invest in a Tax-Free Savings Account (TFSA) or an...
Retirement: What every investor needs to know
In a 2022 study conducted by Edward Jones and Age Wave, 54% of retirees and pre-retirees over 45 said they...
Pre-retirees: Plan now for health care and long-term care costs
If you’re close to retirement, you’ll have several financial issues to consider. But you’ll want to pay attention to one...
Ranking your goals: A smart move
Like most people, you may have several financial goals. But can you reach them all? It would be simple if...
What are the pros and cons of joint ownership with adult children?
Harry is a 68-year-old widower who is exploring strategies to make his estate plan more efficient. One way to do...
Checklist: Top 5 Considerations for your GIC Maturity
Higher interest rates have caused the popularity of Guaranteed Investment Certificates (GICs) to surge in recent years. If you’ve bought...
Ensure you’re properly insured
There’s certainly been plenty of volatility and uncertainty the past few months, but one aspect of your financial picture has...
Asked to be an executor? Here’s what one executor wishes he’d known ahead of time
When Ken was asked to be co-executor by his stepfather, Graham, he said “yes” right away because it was the...
Strategies to save for your children’s education
One important financial goal you might have is saving for your children’s post-secondary education. But, this is likely not your...
The right emotions can be useful in investing
You may have heard that it’s important to take the emotions out of investing. But is this true for all...
Living together: Cohabitation agreement checklist
Do you need a cohabitation agreement? And if so, what should it include? Before we answer those questions, let’s first...
What exactly is responsible investing?
Responsible investing, also known as ESG (Environmental, Social, and Governance) Investing, is a socially conscious way to align your financial...
Prepare yourself for a long retirement
We all want to live long lives. We all expect to live long lives. But are we financially prepared for...
Is it time to incorporate your business?
When Mark started his graphic design company in Picton, Ontario, eight years ago, the legal structure of his business wasn’t...
When will the First Home Savings Account be available?
The Government of Canada has stated that the FHSA will be available starting April 1st, 2023. Despite not being available...
Do you and your partner share the same vision for retirement?
You and your partner may agree on many key issues facing you at your current stage of life, such as...
Instant replay: Unretirement and the new retirement
In February 2022, the greatest quarterback of all time announced his retirement from professional sports at the age of 44....
