Saving, spending and spouses

When one spouse saves and the other spends, friction can follow. Discover how couples can align values, define goals and build financial harmony together....

Read more

Helping your child buy a home

With home prices rising, many buyers are getting a boost from parents. Explore four ways to help your child buy sooner without risking your own retirement....

Read more

Wealth planning for couples without children

No kids? Your financial flexibility can open doors. Uncover strategies for early retirement, insurance planning and estate decisions that balance lifestyle today with long-term security....

Read more

New parents? You can take baby steps

Becoming a parent requires planning beyond diapers. Learn how small, strategic steps can protect your child financially and give you confidence in your long-term wealth strategy....

Read more

Planning your funeral

Setting down plans for your own funeral can be daunting. Find out how to take it one step at a time, starting with the most helpful details for your family....

Read more

The Battle Between Software and AI Agents Has Just Begun.

When markets price worst-case outcomes, they rarely occur. The recent software selloff reflects bold AI assumptions—read the full analysis to see why they may be too extreme....

Read more

7 Key Tax Changes Canadians Need to Know for the 2025 Tax Year

Tax season is fast approaching, and if you’re filing your 2025 return, you’ll want to be aware of several important changes that could impact your tax obligations, credits, and deductions. From increased contribution limits to new penalties......

Read more

What does an executor actually do?

Learn about an executor’s wide-ranging responsibilities....

Read more

Rethinking Downside Protection in Fast Markets

Markets don’t fall for the same reasons twice. Find out why downside protection is often an illusion—and why speed matters more than style or sector selection....

Read more