Blogs & Insights

If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

Will you ever be at risk of having your Old Age Security (OAS) pension clawed back? We’ve got four strategies to reduce the clawback—or even prevent it altogether....

You may assume that spouses with opposite investment personalities face investing challenges, while those who think alike have it easy. Find out why the opposite may be true....

What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....

Is it reasonable to sit on the sidelines if a recovery is choppy? Is it acceptable to invest more if it’s smooth? Find out what you can do and shouldn’t do when the market is rebounding....

The conventional wisdom is for long-term investors to invest more money during bull markets and invest less money during bear markets. True or false?...

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....

Whatever size a windfall may be, acting hastily can lead to regret. Learn what to consider and how to make the most of bonuses, tax refunds and larger windfalls that come your way....

Whether to delay Canada Pension Plan (CPP) or Quebec Pension Plan (QPP) benefits gets all the attention. But you should also know about delaying your Old Age Security (OAS) payments....