Chances are you’ve never considered the potential costs of long-term care. But as you get older, the odds of your needing that care will increase.
6 reasons you need a TFSA when you’re retired
November 14, 2024
Discover how a Tax-Free Savings Account (TFSA) can maximize your retirement income and tax efficiency. Explore the key benefits of this powerful financial tool.
When’s a good time to start collecting your CPP/QPP and OAS benefits?
November 12, 2024
You can start collecting your CPP/QPP and OAS benefits in your early 60s. But is it better to hold off for another few years? Here’s what to keep in mind before you tap into these pensions.
A 4-step guide to saving for your first home
November 05, 2024
It may seem challenging to save enough for a down payment on your first home. But with a solid plan it can be done.
Are medical expenses tax deductible in Canada?
October 29, 2024
Did you know you can claim a portion of your family’s health expenses and your health insurance premiums on your tax return? Here’s how it works.
9 questions about life insurance you’re afraid to ask
October 22, 2024
What does life insurance cover – and not cover? Who can get life insurance – and who can’t? You’ve got questions, we’ve got answers. Get your game plan to protect what matters.
How to pay off your mortgage faster
October 11, 2024
Are rising interest rates motivating you to pay off your mortgage faster? Here are 3 strategies that might help you do just that.
10 things you need to do when your spouse dies
October 08, 2024
Being recently widowed is hard enough. Making important decisions while you are grieving is harder. This checklist can help you prioritize what needs to be done when your spouse dies.
How does wealth management fit into your financial roadmap?
October 08, 2024
How does managing your wealth fit into your financial roadmap? Your wealth is one part of the overall picture. Learn more about why it’s important to know the difference.
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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