Money & finances

How to budget for back-to-school

August 25, 2023

Bracing your budget for back-to-school shopping? Get help with these cost-saving tips.

Planning for retirement in Canada: Are you ready?

August 09, 2023

You’re getting close to retirement – but are you ready? Handling these tasks now will help set you up to enjoy the retirement you deserve.

10 ways to beat inflation

July 26, 2023

Is high inflation giving you high anxiety? Don’t panic! A few small tweaks to your habits can help you manage higher prices.

What investments can you hold inside an RESP?

July 25, 2023

So, you’ve decided to open a registered education savings plan (RESP) to save for your child’s education. What's next? 

5 steps to choosing a guardian for your children

July 25, 2023

If you have kids, you need to name a guardian for them when making your will. Consider these steps to help you make this important decision.

How to make your money last for generations

July 18, 2023

Careful tax and estate planning can ensure your legacy lasts for generations.  

What happens when interest rates rise in Canada

July 12, 2023

Are you feeling the pinch of higher borrowing costs? And what do they mean for your savings? Here’s what you need to know about interest rates. 

How to buy a house in Canada: 10 steps to follow

July 06, 2023

Are you ready to start house hunting? There’s a lot to do before you get the keys to your new place. Get prepared by knowing the 10 steps to buying a new house.

Hit the road with your family this summer

June 30, 2023

Plane ticket prices have soared! Travelling by car has never been so attractive... and cost-efficient.

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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.

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