Blogs & Insights

Unless you prepare properly, your executor might end up feeling more like a detective. See what important steps you can take now to make sure the process goes smoothly....

You don’t hear much about insurance needs in retirement. So we’ve got you covered with helpful information on life, disability, critical illness, long-term care and private health insurance....

Just contributing regularly to a Registered Education Savings Plan (RESP) and leaving it alone is an easy trap to fall into. Find out three reasons why you need to monitor and manage your RESP....

When retirement approaches, you want to play it safe and protect your nest egg. But you also need to support a retirement that will last decades. We’ve got ways to solve this dilemma....

Thankfully, the Canada Revenue Agency (CRA) has made it easy for employees to claim home office expenses if you spent more than half of your working hours at home for at least four consecutive weeks in 2020 due to COVID-19. Here are the options avail...

It’s a curious fact that we Canadians, depending on where we live, call a vacation home by different names – a cottage, chalet, country house, camp or cabin. But what they all have in common is that so many owners call their vacation property a sourc...

Just over 12 months ago, provinces and territories responded to the COVID-19 pandemic by declaring states of emergency. Restrictions and lockdowns have affected Canadians in different ways, and one of the starkest differences involves savings. Some p...

Start government benefits sooner and you collect a smaller monthly benefit, but right away and for a longer time. Delay the start and you receive a larger monthly benefit, but must bridge the waiting period with other resources. Knowing when to start...

During income-earning years, a Tax-Free Savings Account (TFSA) can be used to fund numerous expenses – a child’s education, family trips, a wedding, just about anything. Once you retire, you’ll discover that a TFSA is just as versatile, helping you t...

The Home Buyers’ Plan and Lifelong Learning Plan allow for tax-free withdrawals from a Registered Retirement Savings Plan (RRSP). Find out if it’s worthwhile financially....