[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....

Read more

[Summer 2025 GPS] CPP Survivor Benefits

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

Read more

[Summer 2025 GPS] Segregated Funds, Estate Planning Tool

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

Read more

[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....

Read more

[Spring 2025 GPS] Disability Tax Credit

84% of eligible Canadians aren't taking advantage of the DTC; you might be one of them....

Read more

[Spring GPS 2025] CPP Sharing

You've probably heard of pension splitting, but did you know this is also possible with the CPP?...

Read more

[Spring GPS 2025] No Pain, No Gain

A quick refresher on the concept of time horizons and how it relates to your portfolio construction....

Read more

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....

Read more

[Winter 2025 GPS] US Tariffs

Barely three months into the year yet much has happened, perhaps more importantly the trade war with the US. In this GPS we delve into the implications for you portfolio....

Read more

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....

Read more