Money & finances

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.

How to avoid these 4 common TFSA mistakes

March 11, 2025

A tax-free savings account (TFSA) is a great tool for hitting your savings goals. But are you making the most of yours? Read on to maximize your tax-free savings and avoid these common mistakes.

Diversification: What is it and how can it help reduce your investment risk?

March 07, 2025

There’s no predicting how well your investments will perform. Will they take a hit during tough economic times? Will they give you steady returns? In the face of market uncertainty, the best investment strategy is to diversify your portfolio. Here’s how diversification can help.

Don’t wait for the RRSP deadline to save

February 26, 2025

Waiting for the deadline to contribute to an RRSP? There's an easier, stress-free way to save for retirement.

How to use your RRSP for more than just retirement

February 26, 2025

Investing in an RRSP is a great way to save for retirement and cut your tax bill. But there are other ways to use your RRSP.

Borrow to invest: Is an RRSP loan worth it?

February 12, 2025

Taking out an RRSP loan to boost your contribution can be a good strategy. But it’s not for everyone.

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Tools & calculators

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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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