Be your own Secret Santa this year

Use your year-end bonus to give yourself the gifts everyone wants – and needs. Smart ways to invest your year-end bonus – in yourself. This article has three easy ideas to help you improve your financial plan...

Read more

RRSPs and TFSAs: Which is right for me?

Helping you understand what sets these two savings options apart...

Read more

RRSPs and TFSAs: Ways to save on a budget

Matching each saving option to your specific financial situation...

Read more

How to make charitable giving part of your financial plan

You know you can’t take your money with you when you die, but have you thought about what your legacy will be?...

Read more

November 2022 market update

A slowdown could be on the horizon for the U.S. Federal Reserve...

Read more

How to make an impact with strategic charitable donations

Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...

Read more

How key person insurance can help your business

Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success....

Read more

October 2022 market update

Central banks take another shot at taming inflation...

Read more

Planning for probate and estate administration taxes (excluding Quebec)

Six effective probate planning strategies to consider when discussing your clients overall estate plan....

Read more

What happens to my benefits if I leave my job?

Millions of Canadians are enrolled in a benefits plan that provides health and dental coverage, as well as other benefits that can help you protect your loved ones and plan for the future financially....

Read more