Want to see into the future?

Many life decisions we need to make today would be a lot easier if we only knew what our financial situation will be in the future. Find out how we can help with that....

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Watch out for the windfall syndrome

When money comes your way that’s not from your paycheque, can you spend those dollars lavishly or should you use the funds practically? Find out some thoughts about this decision....

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Couples without children approach financial planning differently

The financial media focuses on couples with children, but there’s almost an equal number of couples without children. We’ve got financial planning insights for this hidden demographic....

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RRSP versus TFSA: Did you ever have to make up your mind?

Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings....

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Vite! Nommez votre atout le plus précieux

Votre maison est-elle votre bien le plus précieux? Votre régime enregistré d’épargne-retraite (REER)? Un compte de placement?...

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End of year reminders and strategies

We’ve got some financial to-dos to stay on track and tips to come out ahead. All must be completed by December 31, and some will be achieved more smoothly if you start early....

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Decisions, decisions, decisions…

Many life decisions can be difficult, but when they involve a financial component, input from your lawyer, accountant or advisor could help in some way. Here are a few scenarios to illustrate how such input can make a difference....

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Should a retirement plan include your home?

When your home represents a sizable portion of your net worth, you might wonder if downsizing would give you a more comfortable retirement. It’s a decision that not only involves financial planning, but practical and psychological factors as well....

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How to choose a beneficiary for your RRSP or RRIF

One factor drives many decisions behind naming a beneficiary for a Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF). When an individual passes away, remaining assets in the RRSP or RRIF are taxed as income at......

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Le profil d’investisseur de votre conjoint ou conjointe est-il différent du vôtre ?

Imaginez un couple où les conjoints ont des approches divergentes en ce qui concerne la façon de se constituer un petit coussin pour l’avenir....

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