Blogs & Insights

It’s all about the tax. Find out why opening a Registered Retirement Income Fund (RRIF) either during your 60s or at age 71 can provide a tax break now or save tax over the long term....

Making smaller cash donations is straightforward. But making a large charitable gift involves an almost overwhelming number of donation methods. We’ve got a way to simplify your choices....

If you take a minute to think about any retired individuals or couples you know of, you’ll probably note a variety of different retirement lifestyles and personalities....

Many life decisions we need to make today would be a lot easier if we only knew what our financial situation will be in the future. Find out how we can help with that....

When money comes your way that’s not from your paycheque, can you spend those dollars lavishly or should you use the funds practically? Find out some thoughts about this decision....

The financial media focuses on couples with children, but there’s almost an equal number of couples without children. We’ve got financial planning insights for this hidden demographic....

Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings....

We’ve got some financial to-dos to stay on track and tips to come out ahead. All must be completed by December 31, and some will be achieved more smoothly if you start early....

Many life decisions can be difficult, but when they involve a financial component, input from your lawyer, accountant or advisor could help in some way. Here are a few scenarios to illustrate how such input can make a difference....

When your home represents a sizable portion of your net worth, you might wonder if downsizing would give you a more comfortable retirement. It’s a decision that not only involves financial planning, but practical and psychological factors as well....