[Winter 2026 GPS] A Donor Advised Fund: Your Cost-Effective Legacy

A quick refresher on donor-advised funds (DAF) and their applications for the philanthropic-minded....

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New parents? You can take baby steps

Becoming a parent requires planning beyond diapers. Learn how small, strategic steps can protect your child financially and give you confidence in your long-term wealth strategy....

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Are you giving your children an allowance?

Should an allowance be tied to chores? How much is appropriate? Explore different approaches that can help teach your children about money. Then choose what works best for your family....

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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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Charitable giving through a donor-advised fund

With a donor-advised fund (DAF), you can give tax-effectively to charities now and through your will....

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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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Why living longer matters now

Increasing life expectancy can mean saving more to fund the cost of living longer—but there are also other longevity risks. Here’s how to start planning for them years before you retire....

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Helping adult children save

Canadians can have a TFSA and an FHSA at the age of majority—and an RRSP even earlier. Trouble is, young adults may not have funds to contribute. Maybe that’s where you come in?...

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Register to donate organs so you can give the gift of life

Organ donation is the biggest gift of all, giving recipients a chance to enjoy a better quality of life....

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