Giving in to FOMO can wreak havoc on your bank account. Here’s how to fight it with a budget trick – and a little help from your friends.
Financial advisor vs. Robo-advisor: How to choose (infographic)
December 20, 2021
Whether it’s from a real person or a robot, here’s how you can find out which type of financial advice is right for you.
Why is life insurance so important for moms? (audio)
December 16, 2021
Whether you’re a single mom or the main provider in your household, life insurance can secure your family’s financial future. Here’s how.
7 ways the pandemic has changed retirement plans
December 08, 2021
COVID-19 has affected Canadians’ retirement plans in significant ways. Some changes are good news – some not so much.
What is a group RRSP and why do you need to get in on the action?
November 24, 2021
A group RRSP gives you strength in numbers. It can make sure you save for retirement, provide a welcome tax break and cost less than a non-group plan.
Impulse buying: What is it and how do you control it? (audio)
November 18, 2021
Have you had one too many impulse purchases recently? You’re not alone. Here’s a look at some reasons why you may be over-shopping and what you can do about it.
Busting 3 financial myths about retirement
November 09, 2021
Do you know as much as you think you do about your retirement finances? You may be surprised.
How can you improve your financial literacy? (audio)
October 26, 2021
Personal finance is a difficult subject to master. But you can improve your financial knowledge with some professional help.
Are you using these 5 excuses not to talk to an advisor?
September 30, 2021
Putting off meeting with an advisor because you're afraid it’s not right for you? Let’s ease those fears, one excuse at a time.
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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