The amount you’ll need in retirement is unique to you, and the right financial plan can set you up for success. Here are 5 ways to get started.
Financial advice for Millennials: here’s how an advisor can help
June 24, 2022
If you are between 25-40, you are likely dealing with a lot of financial stress. Here are 5 ways an advisor can help.
Starting a business partnership? Here are the insurance questions you need to ask
June 24, 2022
Going into business with someone? Here are the insurance questions you’ll want to ask.
Family insurance: How to choose the right health insurance plan
June 22, 2022
Personal health insurance. Critical illness insurance. Disability insurance. Long-term care insurance. Here’s a quick way to compare their key features and find out what’s right for you and your loved ones.
How much should you tip?
June 15, 2022
How much should you tip? Who should you tip and when? Here’s some advice about tips.
What is probate? Plus 15 other will and probate questions answered
June 14, 2022
What is probate? And how does it affect your will? Here’s what you need to know about it – and why – when making your own will or executing someone else’s.
How to plan for options for long-term care
June 14, 2022
The right health insurance can help you get the best long-term care available, where and when you need it. Find out how.
5 financial tips every new parent needs
June 08, 2022
Raising kids is expensive. These smart money moves can help you budget for it. And build a brighter financial future for your whole family.
What is the FIRE movement?
June 07, 2022
Proponents of the FIRE movement aim for financial independence as quickly as possible. Their goal? Retire early so they can enjoy the rest of their life!
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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