Move worry-free with the right insurance
June 30, 2017

Move worry-free with the right insurance

Think you’ve got the bases covered for a smooth move into your new home? Make sure you have all the insurance you need to give you peace of mind.

Financial planning or wealth management?
May 23, 2017

Financial planning or wealth management?

It takes financial planning to create wealth, but you needn’t be wealthy to plan. So what’s the difference between planning and wealth management?

How to finance a sabbatical
May 17, 2017

How to finance a sabbatical

A sabbatical can give you an invaluable life experience, but it’s wise to do everything you can to minimize the financial price you’ll pay.

The benefits of group benefits
May 04, 2017

The benefits of group benefits

Here’s why small-business owners need to start thinking about offering group benefits to their employees.

What you need to know before making an offer on a home
April 25, 2017

What you need to know before making an offer on a home

When you think you’ve found your dream home, you might be tempted to make an offer and sign on the dotted line as soon as possible – but buyer beware.

Should you leave your money to your kids?
April 20, 2017

Should you leave your money to your kids?

How do you leave money to your children without it becoming a curse instead of a blessing? With help from professionals.

How do employee benefit plans work?
April 18, 2017

How do employee benefit plans work?

Employer-sponsored benefit plans deliver more than just drug and dental coverage. The more you understand about these plans, the better.

How to set yourself up for freelance success
March 21, 2017

How to set yourself up for freelance success

Do you dream of having a successful freelance career? Take these five important steps before you take the plunge.

How to manage foreign exchange risk
December 12, 2016

How to manage foreign exchange risk

Find out how a drop in the Canadian dollar can affect your finances even more than an interest-rate hike – and what you can do to protect yourself.

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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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