Family matters

Do you ever have situations with your spouse, parent, child or grandchild that call for a solution? Involve us when a matter has a financial element and everything can go more smoothly....

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Should you pay down the mortgage or invest?

Some people with extra cash make this decision by comparing the mortgage interest rate to expected investment returns. For others, it’s about more than math....

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The right representatives can protect you from financial elder abuse

Anyone may become vulnerable to financial elder abuse, but well-chosen representatives can help protect you....

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Charitable giving through a private foundation

A private foundation provides flexibility, control and the opportunity for a lasting legacy....

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Enjoy more income in retirement by minimizing the OAS clawback

Smart planning can help you reduce or avoid the OAS clawback. From income splitting to managing minimum RRIF withdrawals, explore strategies to keep more of your benefits....

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Charitable giving through a donor-advised fund

With a donor-advised fund (DAF), you can give tax-effectively to charities now and through your will....

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Can you trust “finfluencers”?

Millions of followers look to financial influencers on social media for information and advice. Find out about the pros and cons of getting financial guidance in an unregulated space....

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How do you react to market highs?

It’s said the two emotions that influence investor behaviour the most are greed and fear. See why both can tempt investors when the stock market is booming....

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A millennial challenge of juggling financial goals

Statistics Canada reports that millennials in Canada now outnumber baby boomers, and many face a variety of financial needs. Learn about the traps and tips when meeting multiple goals....

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Why living longer matters now

Increasing life expectancy can mean saving more to fund the cost of living longer—but there are also other longevity risks. Here’s how to start planning for them years before you retire....

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