Blogs & Insights

Hopefully, your parents will stay physically and mentally healthy and not require your help. But if they ever do need your support, we’ve got a variety of ways you can help them with financial matters....

There’s a risk zone several years before and after retirement. The risk is a severe market downturn that upsets your retirement plans. Learn a few ways to stay afloat if markets sink at the wrong time....

Did you know that if the sole subscriber of a Registered Education Savings Plan passes away, plan assets don’t go to the child? You can correct this in your will and address these four other issues....

With the transition of the baby boomers – the largest age cohort in Canada1 – to retirement, many are thinking about their retirement and estate plans and options to transfer wealth across generations....

For much of the time it has existed, our industry has prided itself on making sure clients will have enough saved to live comfortably in retirement. But there’s a new problem that stands to flip traditional retirement planning on its head: longevity....

The Canadian economy was slightly stronger than expected last quarter, growing at 1% (annualized)....

As we exit a turbulent economic cycle, a sustained upswing should be just around the corner. Now is the time to explore the key trend on the verge of becoming a global boom....

The 2023 tax filing season is upon us, and uncertainty remains about the trust reporting rules. Many Canadians may still be wondering: Do I have a trust and not know it?...

Individuals commonly leave their loved ones, such as their spouse and/or children, as executor of their estate....

The latest Canadian jobs report showed moderate progress with a headline figure of 37,000 new jobs, yet the underlying details present a mixed picture: most positions were part-time and in the public sector....