Managing your career

Find out how to make your money work as hard as you do.

Whether you’re beginning your first job or changing careers, it’s important to understand your workplace benefits and savings plans. If you’re a small business owner, we can help you secure your financial future, too.

Your workplace savings & benefits

How to talk to your boss about your mental health

It may be tough to talk to your boss about your mental health. But experts say having the conversation can help your recovery. 

How do employee pension plans work?

What is a workplace pension plan? How can it help you achieve your retirement savings goals? Find out about the two main types of pension plans and the benefits of each.

Employee benefits: taxable or not?

Does your T4 say you made more than you thought you did? Did you consider your taxable benefits? Find out which of your employee benefits is taxable and which isn't.

Changing your career

Do you have enough health insurance?

Does your provincial health plan cover as much as you think it does? What about your employee benefits? There may be gaps in your protection that you don’t know about.

5 steps to organizing your finances

Organizing your finances can help you feel less stressed and more relaxed about your money – and more secure about your future.

4 tips for going back to school as an adult

Heading back to campus in mid-career is a big step, but a little planning can help you make the grade with less stress.

Working for yourself

3 key questions to ask when starting a business partnership

As you establish your business partnership, it may help to ask the following questions. The answers you come across can help you start your partnership on a stronger foundation.

Self-employed? Here's how to manage your taxes

A better understanding of how you’re taxed will make it easier to estimate how much tax you’ll pay, and reduce the chances of a surprise at tax time.

4 succession planning tips for small business owners

Thinking about handing over the reins to your business? These tips will help you create an effective and tax-efficient succession plan.

Looking for a raise?

See how a change in your income will affect your cash flow.

Critical illness insurance calculator

Find out how critical illness insurance can help cover the cost of getting seriously ill.

All the moments of your life

Whether you’re thinking about your family, home, career, health or retirement – or any combination of these – we’ve got advice, products and services to help you live a brighter, more financially secure and healthier life.

Your health starts with smart advice

An advisor can help you build financial security so you can enjoy better physical and mental health.

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