How to retire with a mortgage
May 25, 2021

How to retire with a mortgage

Pay off your mortgage before you retire, they say. Put the money you were spending on your mortgage into retirement savings, they say. But what if you can’t?

What are mutual funds? (video)
May 18, 2021

What are mutual funds? (video)

Learn how a mutual fund works and how investing in one can help you save for important financial goals like your retirement. 

How RRIFs work
May 12, 2021

How RRIFs work

A registered retirement income fund (RRIF) is a common way to turn your retirement savings into income. But what is a RRIF and how does it work?  Here are some important facts you need to know.

What is supplemental health insurance and how does it work?
May 11, 2021

What is supplemental health insurance and how does it work?

Would it be a good idea to buy more health insurance, on top of your provincial plan? Knowing how supplemental health insurance works can help you decide. 

2 common myths about estate planning
May 03, 2021

2 common myths about estate planning

When it comes to estate planning, many believe 2 common myths. We’ll separate fact from fiction so you can help make sure your legacy follows your wishes.

What is a TFSA? (video)
March 15, 2021

What is a TFSA? (video)

Find out how a TFSA is a smart way to save and see your savings grow – tax-free. 

Retiring unexpectedly? Here’s how an advisor can help
March 01, 2021

Retiring 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. 

What is an RESP? (Video)
February 16, 2021

What is an RESP? (Video)

Find out what makes RESPs a great way to save for your child’s education.

Your 2020 taxes: Can you deduct work-from-home expenses due to the pandemic?
January 20, 2021

Your 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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