News of trade tensions between Canada and the U.S. may have left you with questions. What might this mean for the economy and your money? Here’s what you can do now to protect your investments.
7 questions for your first meeting with an advisor
March 31, 2025
Financial success often starts with great advice. But how do you know if an advisor is the right fit for you? These questions are a good place to start.
Worried about volatile markets? Here are 4 questions to ask your financial advisor
March 28, 2025
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 an advisor. Here are 4 important questions to ask.
Dollar-cost averaging: Make your investing automatic and increase your savings
March 18, 2025
Investing your money throughout the year can lead to more savings. How? Because when stock market values are down, you can possibly buy lower-cost investments. Read on to learn how regular contributions and dollar-cost averaging can work for you.
Need to retire early? Here’s what you can do and how an advisor can help.
March 14, 2025
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.
How are different investments taxed in Canada?
March 14, 2025
Understanding the way your investments are taxed will help you avoid nasty surprises at tax time.
Diversification: What is it and how can it help reduce your investment risk?
March 07, 2025
There’s no predicting how well your investments will perform. Will they take a hit during tough economic times? Will they give you steady returns? In the face of market uncertainty, the best investment strategy is to diversify your portfolio. Here’s how diversification can help.
How to balance saving for a home and retirement
January 23, 2025
Great news for Canadians! New programs are addressing the housing crisis, making homeownership more accessible. With smart planning, can you balance buying a home with your retirement goals too?
3 guaranteed investment products you need to know about
January 14, 2025
Thanks to good nutrition and medical advances, Canadians are living longer than ever before. But will our savings last as long as we do?
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