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....
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?...
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....
Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....
Investors want to know that companies they invest in do more than turn a profit – they should also respect the environment, society and shareholders. Find out about the ABCs of ESG....
All
Financial Planning
Tax Planning
Retirement Planning
Estate Planning
Economic Insights
Portfolio Construction
Insurance Planning
Investments
Philanthropic Planning
Financial Literacy
Lifestyle
Business Owners
Wealth Planning