FIRE versus YOLO

FIRE (financial independence, retire early) tells you to save, and YOLO (you only live once) asks you to spend. They just might get you thinking about your own saving or spending habits....

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When is your financial independence day?

Determining the day you’ll retire is likely one of the most important decisions you’ll ever make. Fortunately, you just need to do the dreaming—we’ll do the math....

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Understanding the three phases of retirement

It’s common to think of your desired retirement income as a regular annual amount, but that won’t necessarily be the case. Find out about go-go, slow-go and no-go....

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Will AI take over wealth planning?

Human resources experts are already speculating on which jobs artificial intelligence (AI) might eventually replace. Will financial advisors be on the list?...

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[Summer 2025 GPS] Canadian Dental Care Plan (CDCP)

Canada now has a federal program to make dental care more affordable for Canadians of all ages....

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[Summer 2025 GPS] CPP Survivor Benefits

Here we explain what happens to Canada Pension Plan (CPP) payments when a CPP contributor dies....

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[Summer 2025 GPS] Segregated Funds, Estate Planning Tool

We walk through the benefits of segregated funds in estate planning....

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[Summer 2025 GPS] Canada: Trying to Chart a Course

We continue to build on our case for Canadian solid economic performance in 2025 despite the trade tensions with the U.S....

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[Summer 2025 GPS] US Economy: Sending Mixed Signals

A quick review of the persisting unpredictable conditions in the U.S. and what this means for your portfolio....

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Canadian Equity Alpha: Overcoming the Headwinds

The performance gap with the U.S. still weighs on Canada’s growth. Learn why the Canadian economy continues to lag, where opportunities lie, and the impact on investors....

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