Managing your money

Worried about volatile markets? Here are 4 questions to ask your financial advisor

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 your advisor. Here are 4 important questions to ask.

Worried about volatile markets? Here are 4 questions to ask your financial advisor Worried about volatile markets? Here are 4 questions to ask your financial advisor

Worried about volatile markets? Here are 4 questions to ask your financial advisor

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 your advisor. Here are 4 important questions to ask.

Managing your money list of links

A 4-step guide to saving for your first home
June 01, 2023
A 4-step guide to saving for your first home

It may seem overwhelming to save enough for a down payment on your first home, but with a solid plan it can be done.

3 ways to make the most of your workplace pension plan
May 25, 2023
3 ways to make the most of your workplace pension plan

Your workplace pension plan is a great way to maximize your retirement savings. And your employer may include other benefits beyond its own contributions to the plan. Here’s how to get the most out of your workplace retirement plan.

Are you paying more tax than you need to?
May 19, 2023
Are you paying more tax than you need to?

Are you claiming all the tax credits and deductions you can? If not, you may be paying more to the government than you need to.

  • How to prepare for your first meeting with an advisor
    May 04, 2023

    How to prepare for your first meeting with an advisor

    You're getting the ball rolling and meeting with an advisor. Feel happier knowing everything is in place by preparing for (and knowing what to expect) from your first meeting with an advisor.

  • 4 things you should know before getting a mortgage in Canada
    April 19, 2023

    4 things you should know before getting a mortgage in Canada

    There’s a lot to consider when applying for a new mortgage. Here’s what you need to know before you even make an offer on a new home. 

  • 7 tips for executors
    April 17, 2023

    7 tips for executors

    Serving as an executor can often mean dealing with a pile of confusing paperwork at a time of family sadness. Here are some tips that can help.

  • 4 important tax credits that help caregivers
    April 11, 2023

    4 important tax credits that help caregivers

    Have you been looking after an elderly or disabled family member during the pandemic? Here are some valuable tax credits that can put money back in your pocket.

  • Is it time to downsize your home?
    April 06, 2023

    Is it time to downsize your home?

    Are you rattling around in far more house than you need? Here are some financial – and emotional – things to think about when deciding to downsize your home.

  • How to pay for your child’s education
    March 30, 2023

    How to pay for your child’s education

    Are your family and friends invested in your little one’s future? Here’s how they can help by contributing to your child’s registered education savings plan (RESP).

  • 5 smart ways to use your tax refund in Canada
    March 30, 2023

    5 smart ways to use your tax refund in Canada

    Expecting an income tax refund? Before rushing out to spend it, consider how you can put it to work to enhance your financial future.