Recent Posts

The surprising variety of RESP-eligible programs

Jan 06, 2025 - Kemdi Ikejiani

Hundreds of institutions beyond universities and colleges offer programs eligible for Registered Education Savings Plan (RESP) funding. Check out some of the career choices, from paralegal to pilot....

Read more

Wealth planning for empty nesters

Jan 06, 2025 - Kemdi Ikejiani

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....

Read more

Saving tax all year

Dec 30, 2024 - Kemdi Ikejiani

At tax time, you look for credits and deductions, but tax-saving opportunities are available throughout the year. We’ve got seven strategies you may be able to use now or in the future....

Read more

Wealth planning is different when you’re single

Singles have different financial needs than couples or families. See how these differences affect virtually every component of wealth planning throughout each chapter of your life....

Read more

Monetizing the Tech Revolution

Want to stay ahead of the curve? Don’t stand on the sidelines of #innovation—get involved and find out how savvy investors are monetizing advancements in #technology. Discover insights and strategies to help turn change to your advantage....

Read more

Pressure Continues to Build

As we wait for the inflation bubble to pop, market dynamics are shifting to lower-risk assets. Discover why alternatives are gaining ground as equities lose their luster....

Read more

Have you planned for digital assets

Imagine your executor needing to access your bank account without your password. That’s just one reason it’s critical to include digital property in your estate plan....

Read more

Preserving estate assets for your heirs

Treasured assets have been reluctantly sold to cover the tax payable by an estate. Here are four ways you can plan to take care of the tax bill....

Read more

Ways to give to grandchildren

Making a difference in a loved one’s life is truly rewarding. Explore the ways you can help a grandchild, and understand why the first decision is when to give the gift....

Read more

How to pay little or no tax on RESP withdrawals

Did you know that some Registered Education Savings Plan (RESP) withdrawals are taxable, while others are not? We’ve got tax-saving tips for you and your child....

Read more

Why you should watch out for phishing, smishing and vishing

In the first six months of 2023, 21,299 Canadians lost more than $283 million to reported fraud. Make sure you and your family stay alert when using your computer, phone or another device....

Read more

A New Era of Disruptive Tech

Tech is gaining speed, literally and figuratively. We are on the verge of a major shift in how we live our daily lives. Find out how new innovations will shape our future....

Read more

Inflation: So Far, So Good, but the Road Gets Tougher

Recent progress in the battle against inflation may have been superficial. Find out why inflation is expected to rise again and remain “sticky” in the latter half of 2023....

Read more