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We’re getting older, we’re living longer, and we’re changing what it means to age. We’re also entering a new territory. How do we plan for longevity, what does it mean to age well and how can we (and those we love) live safely,...

This Will Planning Workbook is designed to prepare you for your meeting with the lawyer who will be drafting your Will. You should bring the workbook with you to your meeting with your estate lawyer. You should note that your estate...

For some people, even the thought of creating a Will casts a pall over their mood. Yes, a Will deals with a person’s death, but the broader process of estate planning is about caring for the most important people in your life. Having...

According to Fidelity research, 86% of advised investors reported feeling on track or ahead of their financial goals. From home purchases and weddings to college savings and retirement, a financial professional can help keep your money...

There is a consensus among mental health professionals that finances have a direct impact on a person’s mental health. Uncertain financial futures can take a toll and the way that you think about money plays a key role in how much this...

Each year in Canada, billions of assets are transferred at death. If you intend to transfer all or part of your assets to your beneficiaries, you want to make sure that it goes to the people you selected and in the manner you intended.

No doubt you’re familiar with FOMO, the fear of missing out, but maybe not its less famous cousin FOBIA – frozen out by information anxiety. Okay, that may be a bit of a linguistic stretch, but hopefully it makes the point that fear...

There is a consensus among mental health professionals that finances have a direct impact on a person’s mental health. Uncertain financial futures can take a toll and the way that you think about money plays a key role in how much this...

Tax-filing season is not a time of joy and celebration – that is unless you are the Canada Revenue Agency (CRA), or someone who makes a living preparing tax returns.

Which is riskier, stocks or bonds? The right answer is "both": either one can be risky if it's the only type of investment you have. That's why it's important to diversify - to put your money into different types of investments.

What do you need to file your taxes? Whether you prepare your tax return yourself, or have an accountant or tax specialist do it for you, use this checklist to make sure that you collect all relevant information.

February 3, 2025 Rising uncertainty amid tariff threats―what does it mean for Canadian investors? Whenever the threat of tariffs raises its ugly head, market volatility is never far. On Saturday February 1st, the Trump Administration...

While investing in volatile times can sometimes challenge your discipline and commitment, there are timeless principles to include in your investment strategy that can help ease your mind and keep you focused on the long term.