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.
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.
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 to fix an overcontribution to an RRSP or TFSA
September 30, 2024
Putting too much cash in your RRSP or TFSA is an easy mistake to make. Here’s how it can happen, and how to deal with it.
How to prepare for your first meeting with an advisor
September 26, 2024
You’ve taken the first step and booked an appointment with an advisor. Nice! But, now what? Here’s a rundown of how you can prepare – and what you can expect from your first meeting with your advisor.
How to build your customized plan
September 20, 2024
When it comes to money, is your energy focused mostly on your day-to-day finances? Here’s how to start thinking about today’s priorities and tomorrow’s dreams.
What's the average debt in Canada and how do you compare?
September 18, 2024
Got debt? Chances are, you do. And chances are, that’s ok. Curious to find out how your total debt compares to other Canadians and what you can do to reduce your debt burden? Read on.
Decumulation: turning retirement savings into retirement income
September 18, 2024
Want to make sure your retirement income lasts as long as you need it? You need a careful decumulation plan. It can also help you pay less tax and give you peace of mind.
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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