It’s a sensitive subject for many people, but financial check-ins can make your future brighter as a couple. Here’s how to start.
How to throw the perfect holiday feast on a budget
December 09, 2022
Preparing an unforgettable holiday meal for family and friends can be costly. But you can still serve up a feast without breaking your budget.
How to talk about money with your family over the holidays
December 05, 2022
Holiday gatherings mean food, family, fun – and finances? Here’s how to take advantage of a get-together to talk money, without dampening the festive mood.
How to save money when eating out
November 28, 2022
Is restaurant food throwing your budget out of whack? Here’s what you can do to cut the cost.
8 snowbird travel tips
November 22, 2022
As pandemic restrictions lift, you may be considering heading south for the winter once again. But the trip might be a little different this year. Here’s how to be ready.
Managing debt: What an advisor can do for you
November 14, 2022
If you’re struggling with debt, an advisor can help. Learn how they can help you get back on track.
Move or renovate: How do you decide?
November 04, 2022
If your house is cramping your style, you have options to consider before you decide whether to move out or change it up.
Should you buy or lease your car?
November 03, 2022
Buy or lease your next car? It all depends on your needs...and your finances too. Here are some key things to consider.
What does a financial security advisor do?
October 04, 2022
What does an advisor do? Here’s what an advisor can do for you ... and your finances.
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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