Everyone likes to imagine a future with perfect health. But that’s not always the case. Recovering from a serious illness can come at a significant cost.
5 smart ways to use your tax refund in Canada
April 30, 2025
Expecting an income tax refund? Before rushing out to spend it, consider how you can put it to work to enhance your financial future.
Invest in your financial well-being and reduce stress and anxiety
April 28, 2025
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better. Here’s how to get there.
Pay off debt or save for retirement: How do you decide?
April 24, 2025
Is it better to pay off your debt or save money for retirement? This is a dilemma many Canadians face daily. We’ll shed some light on this vital question.
Reducing financial stress: What are your options?
April 22, 2025
If money's tight and your financial stress is high, you have a few options to help.
How to ask for a raise
April 17, 2025
Negotiating a higher salary isn’t easy. But with the right approach and the right timing, you can confidently make your case.
Do you qualify for the disability tax credit?
April 09, 2025
If you live with a disability, you could get up to 10 years of backdated tax breaks. Here’s what you need to know.
What can you do about U.S. tariffs affecting your finances?
April 02, 2025
News of trade tensions between Canada and the U.S. may have left you with questions. What might this mean for the economy and your money? Here’s what you can do now to protect your investments.
7 questions for your first meeting with an advisor
March 31, 2025
Financial success often starts with great advice. But how do you know if an advisor is the right fit for you? These questions are a good place to start.
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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