Determining which donation method suits you best

You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

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How to avoid or minimize the OAS clawback

Will you ever be at risk of having your Old Age Security (OAS) pension clawed back? We’ve got four strategies to reduce the clawback—or even prevent it altogether....

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When a wealth plan is fluid

Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....

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Planning for market volatility

Do you shudder when you hear “volatility?” See how you can be prepared financially and psychologically for market swings—and that includes remembering volatility’s upside....

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Will your parents need your help?

Hopefully, your parents will stay physically and mentally healthy and not require your help. But if they ever do need your support, we’ve got a variety of ways you can help them with financial matters....

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Navigating the retirement risk zone is personal

There’s a risk zone several years before and after retirement. The risk is a severe market downturn that upsets your retirement plans. Learn a few ways to stay afloat if markets sink at the wrong time....

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Five items often overlooked in a will

Did you know that if the sole subscriber of a Registered Education Savings Plan passes away, plan assets don’t go to the child? You can correct this in your will and address these four other issues....

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A Special Announcement

I wanted to take a moment to share some exciting news and updates regarding our business, as well as introduce you (in a new way) to a remarkable individual who has become my business partner, Chelsey Chartren! ...

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Making the most of a First Home Savings Account

Do you have a child who aims to be a homeowner? We’ve got strategies to help your child—and you—use a First Home Savings Account (FHSA) to its best advantage....

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Take advantage of family and caregiving benefits

Financial help is available when you’re caring for a child or adult family member. Learn about common and lesser-known federal government benefits....

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