Blog

It’s okay that one spouse plans vacations and the other keeps track of relatives’ birthdays. But when it comes to financial matters, we’ve got several reasons why both spouses should participate....

Just over 12 months ago, provinces and territories responded to the COVID-19 pandemic by declaring states of emergency. Restrictions and lockdowns have affected Canadians in different ways, and one of the starkest differences involves savings. Some p...

Find out about three ways investors may react to a significant market downturn. Then see if your own reaction might prompt a change to your investment portfolio....

Managing COVID-19 has challenged our economy, and we’ve all felt the fallout in our investment portfolios. But there are two things to keep in mind that will help you maintain peace of mind....

It’s often difficult talking to family members about money issues when the situation involves them. Find out the one compelling reason why it’s well worth having the talk....

There’s a right time and a wrong time to make your portfolio more conservative. Find out how the right move at the right time keeps you on track to reach your investment objectives....

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....

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....

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....

Today’s youth may prefer to pick up information online, but when it comes to learning about financial life, parents still have some influence. Here are a few teaching moments....