TFSA: The Gen Z’s and millennials’ friend

Think Tax-Free Savings Accounts are just for basic savings? Learn how you can use targeted investments within a TFSA to fuel tax-free wealth and work strategically alongside Registered Education Savings Plans....

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Be wary of identity theft

Identity theft is now the top fraud reported in Canada. Read about the sneaky tactics scammers use and learn the essential online habits you need to adopt today to protect your banking information....

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Why Verifying Asset Ownership Is the First Step in Estate Planning

Do you have joint, corporate or trust assets? Find out why this matters for estate planning....

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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....

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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....

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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....

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What does an executor actually do?

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

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I can choose who gets my money when I die, right?

Find out under what circumstances the courts may step in to change estate distribution instructions....

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A “beneficiary lottery” is what happens when you leave an inheritance to chance

Learn why the order of deaths in a couple may mean some beneficiaries get a windfall while others are left out in the cold....

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