Ways to save for a child’s education

Learn how to save for a child’s or grandchild’s education beyond a Registered Education Savings Plan (RESP) — either to accumulate more savings or gain extra flexibility....

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Spring clean your beneficiary choices

It’s common to think of beneficiary or legatee designations as done once and done forever. Learn why it’s important to review your designations and when to make a change....

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TFSA vs RRSP for Retirement Savings

Two of the main self-funded retirement vehicles which Canadians use are the Tax-Free Savings Account (TFSA) and the Registered Retirement Savings Plan (RRSP). The RRSP was introduced in 1957, while the TFSA was introduced in 2009....

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Meeting multiple goals with a TFSA

It’s often desirable to dedicate a Tax-Free Savings Account (TFSA) to meeting a single goal. However, TFSAs can also be structured to achieve multiple financial objectives....

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Prepare your children for financial responsibility

Youth who develop financial literacy at home will manage money better once they leave. Find out about four principles and practices you can help them acquire....

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Do you and your parents have powers of attorney?

It’s a common misconception that if a person loses the ability to manage their finances, their spouse or child can automatically take over. Learn the truth of the matter....

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Life decisions and the financial factor

Important life decisions can be tough. When they involve a financial factor, as many do, we can help ensure you’ve got the information you need to make the best choices....

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Managing financial life in a second marriage

One in four Canadian couples are in their second or subsequent marriage. See what changes in your financial life the second time around....

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Concerned about inflation?

Inflation may leave us helpless when it comes to higher prices. However, there are two ways to get help when it comes to your investments....

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Is cryptocurrency for investors or speculators?

Intended to be a virtual currency, it has now become a global investment phenomenon. Part money, part mystery – find out more about the fascinating world of cryptocurrency....

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