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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?

  • March 16, 2017

    Can you use an RESP for an apprenticeship?

    Think you can only use an RESP for full-time university or college? Think again these powerful savings tools go well beyond academics.

  • March 13, 2017

    Powerful passwords and other fraud-fighting tips

    You can protect yourself from fraud with high-tech tricks and applications – and low-tech common sense.

  • March 08, 2017

    The birds, the bees and RRSPs

    You know about the facts of life. Here are the facts of life expectancy – what the difference between men and women can mean to your finances.

  • March 06, 2017

    Do you qualify for the disability tax credit?

    If you qualify for the disability tax credit, you could get up to 10 years of backdated tax breaks, plus additional financial help from the government.

  • March 02, 2017

    Employee benefits: Taxable or not?

    Does your T4 say you made more than you thought you did? Perhaps you didn’t consider your taxable benefits. Find out what is and isn’t taxable.

  • February 14, 2017

    Retirement planning for couples

    For couples, retirement planning is about more than just saving money. It’s also about reconciling lifestyle dreams and wishes that might not match.

  • January 23, 2017

    Now: A clearer window on mutual funds

    You’ll see some significant changes to your mutual fund account statement this year. Here’s what they mean for you.