Blogs & Insights

If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....

When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?...

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....

All eyes are on Congress as the U.S. debt ceiling deadline creeps closer. Let's explore how the U.S. got to this critical point and the available options to avoid default....

Losing a great job can be a terrible feeling, but you want to get back on your feet quickly. Here a a few tips to help you tie up loose ends and make the most out of your exit....

Here's an overview of the federal budget released recently, including some of the measures introduced that could be of interest to you....

Here are some tips to help you get the best out of your TFSA....

Find out what factors to consider when looking at RRSPs or TFSAs for investment savings....