Managing your money

What does a financial security advisor do?

What does an advisor do? Here’s what an advisor can do for you ... and your finances.

What does a financial security advisor do?

What does an advisor do? Here’s what an advisor can do for you ... and your finances.

  • September 28, 2021

    How to prepare for your first meeting with an advisor (video)

    Ready to meet with an advisor? Here are a few things to know before your first meeting.

  • September 24, 2021

    How to budget as a couple

    Looking for ways to manage your budget as a couple? Here are some tips for financial harmony. 

  • September 16, 2021

    When should you start CPP/QPP and OAS benefits?

    You can start collecting your CPP and OAS benefits in your early 60s. But is it better to hold off for another few years? Here’s what to keep in mind before you tap into these pensions.

  • September 09, 2021

    10 things you need to do when your spouse dies

    Being recently widowed is hard enough. Making important decisions in the midst of your grief is harder. This checklist can help you prioritize what needs to be done when your spouse dies.

  • August 18, 2021

    How to budget for back-to-school

    Bracing your budget for the impact of back-to-school shopping? These cost-saving tips from a panel of experts can help.

  • July 15, 2021

    4 succession planning tips for small-business owners

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

  • 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?

  • 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. 

  • 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.

  • 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.