Why the money talk matters

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....

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Does your group insurance need a boost?

Considering each person has unique insurance needs, group life and health insurance plans do an excellent job in providing coverage. But you may have a gap or two that needs to be filled....

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Does it pay to renovate?

Can you guess which two rooms you can renovate to bring the highest return on investment? The answer is here, along with other helpful information about the financial side of home renovation....

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How to make tax-smart RESP withdrawals

Did you know that an RESP is composed of two different pools of money? We’ll explain how RESP withdrawals work and how you can minimize or eliminate any tax....

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Can you retire earlier?

You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned....

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When to make a move to safety

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....

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When to review your estate plan

You may be surprised by the number of life situations that call for changes to an estate plan. We’ll cover the situations that might prompt you to review yours....

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Estate Planning During COVID-19

The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Here’s what you need to know....

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Missing any tax credits or deductions?

We’ve got some information that will hopefully save you some tax dollars – whether you’re filing a personal tax return or you’re a business owner or incorporated professional....

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When a family member needs special care

Do you have a child with special needs or a spouse or parent with an illness or disability? While you devote so much extra time providing care, we can help out with the financial aspect of care....

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