With a donor-advised fund (DAF), you can give tax-effectively to charities now and through your will....
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....
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....
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?...
Organ donation is the biggest gift of all, giving recipients a chance to enjoy a better quality of life....
When you’re asked what it’s like to be an empty nester, finances may not be the first thing that comes to mind—but wealth planning can change once children leave home. Find out how....
Do you know the time-tested formula we can all follow when receiving retirement income? There isn’t one. Learn why each retiree needs a customized income strategy....
Surprising as it may seem, reports show that spouses in most couples retire at different times. Check out the reasons why you and your spouse might or might not retire at the same time....
Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....
Many people approaching or in retirement are torn between downsizing and staying in their home. Here are some considerations and how we can help....
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