How does managing your wealth fit into your financial roadmap? Your wealth is one part of the overall picture. Learn more about why it’s important to know the difference.
How to fix an overcontribution to an RRSP or TFSA
September 30, 2024
Putting too much cash in your RRSP or TFSA is an easy mistake to make. Here’s how it can happen, and how to deal with it.
How to build your customized plan
September 20, 2024
When it comes to money, is your energy focused mostly on your day-to-day finances? Here’s how to start thinking about today’s priorities and tomorrow’s dreams.
Decumulation: turning retirement savings into retirement income
September 18, 2024
Want to make sure your retirement income lasts as long as you need it? You need a careful decumulation plan. It can also help you pay less tax and give you peace of mind.
Why one advisor is better for your investments and insurance
September 18, 2024
Discover the benefits of working with one advisor for all your investments, insurance, retirement planning and other financial needs.
Temporary insurance: What is it and how does it work?
September 11, 2024
Need life insurance coverage right away? Temporary life insurance can provide coverage until your life insurance is approved. Here’s how it works.
The hidden costs of early RRSP withdrawals
September 04, 2024
An RRSP is excellent to save for retirement. But early withdrawals can come at a cost.
How to keep more of your retirement income and pay less tax
August 27, 2024
Want to turn your savings into as much retirement income as you can? Try looking at your retirement income through a tax lens.
How to sell your parent’s home
August 26, 2024
Selling your aging parent’s home can be a difficult process. Here are some tips for how to deal with this sensitive issue – and when.
Tools & calculators
Budget calculator
Where does your money go? Use this monthly budget calculator to help you manage your spending and understand if you're falling short, breaking even or coming out ahead.
Retirement savings calculator
Find out how much you will need to save for retirement and if you're on track to meet your retirement savings goal.
CPP/QPP calculator
This calculator will help you understand the factors that can affect your Canada Pension Plan (CPP) or Quebec Pension Plan (QPP). It will also help you estimate your monthly CPP/QPP income.
Life insurance calculator
Calculate how much life insurance you might need to help protect the people you love if you die.
Get an online quote
You can buy some of our insurance products online.