A new family calls for a new estate plan

If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....

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Will you retire at the same time as your spouse?

Surprising as it may seem, reports show that spouses in most couples retire at different times. Check out the reasons why you and your spouse might or might not retire at the same time....

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How falling interest rates impact your financial life

We’ve had several years to see the results of rising interest rates. Now, it’s time to learn what happens to cash, bond and equity investments when interest rates fall....

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Rumour Has It: Fact Versus Fiction in the Markets, AI and Tech

Berkshire Hathaway, Blackwell and the BOJ all made headlines that moved markets this month—but were those events fundamental or just speculation?...

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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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Profit by overcoming investment biases

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

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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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Do you and your spouse see investing the same way?

You may assume that spouses with opposite investment personalities face investing challenges, while those who think alike have it easy. Find out why the opposite may be true....

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Consider the timing of leaving an inheritance

You may automatically decide to leave an inheritance for your loved ones in your will. However, you might have reason to consider gifting the funds earlier—or even later....

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The Upside of Canada’s Economic Woes

In moments of pessimism, great returns can be made in the stock market. Uncover how Canadian investors’ negative outlook may drive stock performance as the economy stabilizes....

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