How to avoid running out of money in retirement
July 06, 2022

How to avoid running out of money in retirement

The amount you’ll need in retirement is unique to you, and the right financial plan can set you up for success. Here are 5 ways to get started.

Decumulation: turning retirement savings into retirement income
July 06, 2022

Decumulation: turning retirement savings into retirement income

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. 

Financial advice for Millennials: here’s how an advisor can help
June 24, 2022

Financial advice for Millennials: here’s how an advisor can help

If you are between 25-40, you are likely dealing with a lot of financial stress. Here are 5 ways an advisor can help.

How much should you tip?
June 15, 2022

How much should you tip?

How much should you tip? Who should you tip and when? Here’s some advice about tips.

What is probate? Plus 15 other will and probate questions answered
June 14, 2022

What is probate? Plus 15 other will and probate questions answered

What is probate? And how does it affect your will? Here’s what you need to know about it – and why – when making your own will or executing someone else’s.

5 financial tips every new parent needs
June 08, 2022

5 financial tips every new parent needs

Raising kids is expensive. These smart money moves can help you budget for it. And build a brighter financial future for your whole family.

What is the FIRE movement?
June 07, 2022

What is the FIRE movement?

Proponents of the FIRE movement aim for financial independence as quickly as possible. Their goal? Retire early so they can enjoy the rest of their life!

4 good reasons to give up your car
June 06, 2022

4 good reasons to give up your car

Are you thinking about living a car-free life? You could save lots of money, and that’s not all.  Here are 4 good reasons to give up your car!

Just graduated? Here’s the financial advice you need as a recent grad
May 24, 2022

Just graduated? Here’s the financial advice you need as a recent grad

You’ve tossed your hat in the air, put aside your books and landed your first ‘real’ job. Now what? It’s time to focus on your finances.

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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.

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Calculate how much life insurance you might need to help protect the people you love if you die.

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Use this calculator to find out how your net worth – the difference between what you own (your assets) and  what you owe (your liabilities) compares to other Canadians.

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