If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....
When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?...
Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options....
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....
Many people approaching or in retirement are torn between downsizing and staying in their home. Here are some considerations and how we can help....
All eyes are on Congress as the U.S. debt ceiling deadline creeps closer. Let's explore how the U.S. got to this critical point and the available options to avoid default....
How many crises can the Fed dodge by printing money? Discover what went on in the banking system in March and what it means for investors going forward....
How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....
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....