Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options....
Learn how to save for a child’s or grandchild’s education beyond a Registered Education Savings Plan (RESP) — either to accumulate more savings or gain extra flexibility....
Many people approaching or in retirement are torn between downsizing and staying in their home. Here are some considerations and how we can help....
What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....
There are limited ways to earn income and pay no tax. However, there are many ways to pay less tax....
It’s common to think of beneficiary or legatee designations as done once and done forever. Learn why it’s important to review your designations and when to make a change....
Acting as a co-signer can help a loved one or friend meet a life goal. Trouble is, it can also damage a relationship. Do you say yes or no?...
It’s often desirable to dedicate a Tax-Free Savings Account (TFSA) to meeting a single goal. However, TFSAs can also be structured to achieve multiple financial objectives....
You want an inheritance to leave your children better off—not in conflict with each other. The good news is that communication can head off disputes....
Whatever size a windfall may be, acting hastily can lead to regret. Learn what to consider and how to make the most of bonuses, tax refunds and larger windfalls that come your way....
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