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.
10 tips for a happy retirement
September 23, 2021
Hoping for a happy, successful retirement? Sure you are. What will this long-awaited period of your life look like?
What is insurance underwriting and how does it work?
July 28, 2021
Underwriting is a word you may see if you’re looking at buying insurance. Here’s what it means and how you could use it to save yourself some money.
Who are individual pension plans for and how do they work?
July 22, 2021
If you’ve hit your RRSP contribution limit and you fit certain criteria, an individual pension plan is another way you can save for retirement while saving tax.
4 succession planning tips for small-business owners
July 15, 2021
Thinking about handing over the reins to your business? These tips will help you create an effective and tax-efficient succession plan.
How to retire with a mortgage
May 25, 2021
Pay off your mortgage before you retire, they say. Put the money you were spending on your mortgage into retirement savings, they say. But what if you can’t?
How RRIFs work
May 12, 2021
A registered retirement income fund (RRIF) is a common way to turn your retirement savings into income. But what is a RRIF and how does it work? Here are some important facts you need to know.
What is supplemental health insurance and how does it work?
May 11, 2021
Would it be a good idea to buy more health insurance, on top of your provincial plan? Knowing how supplemental health insurance works can help you decide.
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 a quote
You can buy some of our insurance products online.