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Financial Planning

black couple on beach
black couple on beach
Feb 6, 2020
Here are some tips on how financial, estate and retirement planning changes as you navigate through your 50s and 60s.
Two business owners reviewing documents on laptop at a coffee shop
Two business owners reviewing documents on laptop at a coffee shop
Feb 3, 2020
The federal government is beginning to clamp down on tax-reduction opportunities for small businesses. With the new restrictions, it becomes even more important to take advantage of the tax breaks that remain. Here are three strategies to consider.
picture of a family
picture of a family
Jan 14, 2020
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. 
client meeting with financial advisor
client meeting with financial advisor
Jan 7, 2020
Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings.
People putting money into piggy bank
People putting money into piggy bank
Dec 12, 2019
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.
african american couple
african american couple
Nov 21, 2019
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.
Middle aged couple looking at their tablet
Middle aged couple looking at their tablet
Oct 2, 2019
In December, many people face a time crunch with holiday planning and end-of-year tasks. But you can reduce the stress by getting a head start on your financial to-do list. Here are some steps you can start planning now.
Adult daughter embracing mother
Adult daughter embracing mother
Sep 17, 2019
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.
Young couple reviewing documents
Young couple reviewing documents
Jul 4, 2019
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.
Financial advisor meeting with clients
Financial advisor meeting with clients
May 21, 2019
If your will planning involves a testamentary trust for one or more of your beneficiaries, you will need to select appropriate trustees.