Difficult financial decision? Advice makes it easier.

Adult daughter embracing mother

It happens to each of us – facing a life choice but having trouble making the decision. We’ve got examples to show that decision-making help is available when a financial element is involved.

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Should a retirement plan include your home?

Retired couple meeting with financial advisor

A significant cash surplus from downsizing could boost your retirement income. But find out how practical, psychological and estate planning factors influence whether you stay or go. 

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How to choose a beneficiary for your RRSP or RRIF

African grandmother and granddaughter

Do you think that designating a beneficiary for your RRSP or RRIF is as simple as filling a box on a form? You might be surprised by the thought involved beforehand and choices available.

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Teaching your children how to manage money

Young family gathering around piggy bank

You have the power to instill financial habits in your children that can last their lifetime. Learn about valuable teaching moments for tweens, teens and college and university students.

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How to invest wisely for retirement - the safety versus growth dilemma

Young couple looking at tablet

When it comes to retirement planning, should you focus on growth or safety? Here are three strategies that can help you get both security and long-term growth potential.

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Will your trust be celebrating its 21st anniversary soon?

Retired couple celebrating outdoors

Trusts are a great tool for succession and wealth planning, however you should be aware of the 21-year rule. This is what you need to know.

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What you need to know about Registered Disability Savings Plans (RDSP)

father and son on the lake shore

A registered disability savings plan is a valuable way for parents to set aside funds for an individual’s financial future. Here are the benefits and restrictions of an RDSP.

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Are you entering the retirement risk zone?

Multi ethnic couple working together

It begins several years before retirement and continues for several years after the day you retire. Learn why your investments need extra protection while you are in the retirement risk zone.

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Does your spouse have a different investment personality?

Young couple reviewing documents

You might be worried if you and your spouse have opposite ideas about investing. But your differences may present no problem at all – and could even benefit you both.

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What to do when education savings need a boost

Group of students

Average education savings seem just fine until the day they meet above average costs. We’ve got a range of tuition fees to show you and solutions to help you save for your child’s education.

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