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Financial planning tips

12 key documents you need to gather

Can you imagine what would happen if you died and your beneficiaries didn’t know where to find your will? Or your money?

  • December 21, 2016

    7 ways to make the most of your year-end bonus

    If you’re lucky enough to have a job that makes you eligible for a year-end bonus, here are seven smart things to do with it.

  • December 14, 2016

    A guide to year-end giving

    Follow your heart and save money on income tax by contributing to charity this holiday season.

  • December 12, 2016

    How to manage foreign exchange risk

    Find out how a drop in the Canadian dollar can affect your finances even more than an interest-rate hike – and what you can do to protect yourself.

  • December 09, 2016

    4 tips for stress-free holiday shopping

    Holiday shopping can be a sure-fire source of financial and mental stress. But it doesn’t have to be; with careful planning, it can even be fun.

  • December 07, 2016

    Financial security eludes half of Canadians

    Just 46% report feeling either very or somewhat secure about their financial health. That’s according to the 2016 Sun Life Canadian Health Index.

  • November 09, 2016

    Giving the gift of financial literacy

    The key to giving financial gifts that kids will appreciate is to make money lessons fun, with gifts such as picture books, board games and movies.

  • November 04, 2016

    8 online tools to help you manage your money

    These calculators make it easy to see an overview of your finances – then they suggest steps you can take to strengthen your position.