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Managing your money list of links
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March 01, 2021Retiring unexpectedly? Here’s how an advisor can help
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.
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February 25, 2021How to prepare for your first meeting with an advisor
Ready to meet with an advisor? Here are a few things to know before your first meeting – including a checklist of what to bring.
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February 23, 20215 tips for safe online shopping and avoiding scams
If an online deal seems too good to be true, it probably is. Here’s how you can avoid scams while shopping online.
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February 18, 2021How to choose the right type of life insurance
Term, permanent, participating or universal life insurance. There are different types of life insurance to choose from. But which one meets your needs and goals? Here’s what you need to know before you choose.
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February 16, 2021CERB and other emergency benefits: How COVID-19 affects your taxes
Did you receive CERB payments or other government benefits last year due to the pandemic? Here’s a look at how you may be taxed this year and what you can do to reduce your tax bill.
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February 16, 2021Simply Put: What is an RESP? (Video)
Find out what makes RESPs a great way to save for your child’s education.
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February 04, 2021Opening your first RRSP? Here’s what you need to know
Looking to reduce your tax bill and save up money for the future? An RRSP can help make it happen. Here’s how it works.
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February 03, 2021Simply Put: What is permanent life insurance? (video)
Find out how permanent life insurance can help give you peace of mind early, leaving you free to enjoy your life now.
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January 20, 2021Your 2020 taxes: Can you deduct work-from-home expenses due to the pandemic?
Have you been working from home this past year? Here’s a breakdown of what home-office expenses you can and can’t claim on your tax return.
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January 11, 20216 financial goals to aim for in 2021
New Year, new goals. Whether it’s saving for the near future or planning for years from now, here’s how to start taking steps to financial success – even during a pandemic.