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Funding Education
Jan 7, 2019
One of these days, the unexpected may alter the course of your life. Find out through several case studies why financial plans must adapt to meet evolving needs.
Sep 13, 2018
When it comes to helping children financially, there’s no definitive approach. What’s right for your family will depend on your principles and beliefs and your child’s personality. Here are some suggestions on how you can support your children and help them learn valuable life skills about money as...
Aug 15, 2018
When your goals or life situation changes, your portfolio may need to change too. Here are three illustrations of how we might adjust your portfolio as your life changes.
Aug 13, 2018
If you have set up and contributed to an RESP for one or more of your children or grandchildren, you’ve done some valuable planning for their future education. But your planning could unravel if you do not also address what is to happen with the RESP when you die.
Jun 28, 2018
Life is full of surprises that can put your financial goals at risk. Here are some examples and key takeaways for all investors.
Nov 20, 2017
Your child might be at least 18 and old enough to open a Tax-Free Savings Account (TFSA), but may not have the resources to make a contribution. Here’s an idea that gets your child started in investing and in learning about investing.
Nov 14, 2017
For the 2016/2017 academic year, the average undergrad tuition in Canada was $6,373. But undergrads in dentistry paid $21,012; in medicine, $13,858; and in law, $11,385. The bottom line is that you may want to increase your savings target. Here are four strategies to help.