How to save more for retirement
June 15, 2023

How to save more for retirement

It can be hard to save, but there are some easy ways to add to your nest egg.

Is there money out there with your name on it?
June 09, 2023

Is there money out there with your name on it?

Millions of dollars in unclaimed cash is sitting in the coffers of banks, pension plan administrators and insurance companies. Some of this money could be yours.

How to ask for a raise
June 08, 2023

How to ask for a raise

Negotiating a raise isn’t easy, but it seems to come easier to men than women. Here are some tips to help you get what you deserve.

Invest in your financial wellbeing and reduce stress and anxiety
June 07, 2023

Invest in your financial wellbeing and reduce stress and anxiety

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better. Here’s how to get there. 

A 4-step guide to saving for your first home
June 01, 2023

A 4-step guide to saving for your first home

It may seem overwhelming to save enough for a down payment on your first home, but with a solid plan it can be done.

3 ways to make the most of your workplace pension plan
May 25, 2023

3 ways to make the most of your workplace pension plan

Your workplace pension plan is a great way to maximize your retirement savings. And your employer may include other benefits beyond its own contributions to the plan. Here’s how to get the most out of your workplace retirement plan.

Are you paying more tax than you need to?
May 19, 2023

Are you paying more tax than you need to?

Are you claiming all the tax credits and deductions you can? If not, you may be paying more to the government than you need to.

Diversification: What is it and how can it help reduce your investment risk?
May 10, 2023

Diversification: What is it and how can it help reduce your investment risk?

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 prepare for your first meeting with an advisor
May 04, 2023

How to prepare for your first meeting with an advisor

You're getting the ball rolling and meeting with an advisor. Feel happier knowing everything is in place by preparing for (and knowing what to expect) from your first meeting with an advisor.

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Tools & calculators

Budget calculator

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.

Life insurance calculator

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

Net worth calculator

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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