Managing your money

Taxes and investment income: Which investments can reduce your tax bill?

January 28, 2022

Taxes may be inescapable, but your choice of investments can have a huge impact on how much tax you pay.

What is FOMO and how can you stop it from messing up your finances? (audio)

January 06, 2022

Giving in to FOMO can wreak havoc on your bank account. Here’s how to fight it with a budget trick – and a little help from your friends.

Financial advisor vs. Robo-advisor: How to choose (infographic)

December 20, 2021

Whether it’s from a real person or a robot, here’s how you can find out which type of financial advice is right for you.

7 ways the pandemic has changed retirement plans

December 08, 2021

COVID-19 has affected Canadians’ retirement plans in significant ways. Some changes are good news – some not so much.

Impulse buying: What is it and how do you control it? (audio)

November 18, 2021

Have you had one too many impulse purchases recently? You’re not alone. Here’s a look at some reasons why you may be over-shopping and what you can do about it.

Busting 3 financial myths about retirement

November 09, 2021

Do you know as much as you think you do about your retirement finances? You may be surprised.

How can you improve your financial literacy? (audio)

October 26, 2021

Personal finance is a difficult subject to master. But you can improve your financial knowledge with some professional help. 

Are you using these 5 excuses not to talk to an advisor?

September 30, 2021

Putting off meeting with an advisor because you're afraid it’s not right for you? Let’s ease those fears, one excuse at a time. 

4 succession planning tips for small-business owners

July 15, 2021

Thinking about handing over the reins to your business? These tips will help you create an effective and tax-efficient succession plan.

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