If you live with a disability, you could get up to 10 years of backdated tax breaks. Here’s what you need to know.
How to build your emergency fund
April 07, 2025
You might not be able to predict a financial emergency, but you can prepare for one. Here’s how you can be ready for life’s surprises.
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.
Worried about volatile markets? Here are 4 questions to ask your financial advisor
March 28, 2025
Have you been worrying about the market dropping given the current state of the economy? And you’re not sure what to do? It may be a good time to connect with an advisor. Here are 4 important questions to ask.
Dollar-cost averaging: Make your investing automatic and increase your savings
March 18, 2025
Investing your money throughout the year can lead to more savings. How? Because when stock market values are down, you can possibly buy lower-cost investments. Read on to learn how regular contributions and dollar-cost averaging can work for you.
How are different investments taxed in Canada?
March 14, 2025
Understanding the way your investments are taxed will help you avoid nasty surprises at tax time.
Need to retire early? Here’s what you can do and how an advisor can help.
March 14, 2025
Retiring sooner than you expected? Find out how working with an advisor can help you make a smooth transition to retirement – whether you feel ready or not.
Preventing fraud in retirement: How to protect what’s yours
March 11, 2025
As our population ages, seniors have increasingly become targets for various types of fraud and financial exploitation. If you’re a senior, it’s important to stay informed and stay safe. If you know a senior who may be a target, you can help protect them from fraud.
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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