The importance of having a professionally drafted will

Discover why everyone should have a valid will that is prepared by a legal professional....

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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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The importance of including your pets in your estate and incapacity planning

Estate plans should cover pets too. Learn how to protect your pet’s future if you become unable to care for them....

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[Spring 2025 GPS] Disability Tax Credit

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

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[Spring GPS 2025] CPP Sharing

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

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The right representatives can protect you from financial elder abuse

Anyone may become vulnerable to financial elder abuse, but well-chosen representatives can help protect you....

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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....

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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....

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How do you react to market highs?

It’s said the two emotions that influence investor behaviour the most are greed and fear. See why both can tempt investors when the stock market is booming....

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A millennial challenge of juggling financial goals

Statistics Canada reports that millennials in Canada now outnumber baby boomers, and many face a variety of financial needs. Learn about the traps and tips when meeting multiple goals....

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