Consolidating your investments with one advisor can make it easier for you to reach your goals. And it will save you time in the long run too. Learn how.
New country, no credit? Tips for new Canadians
July 29, 2024
New to Canada or planning to move here? Empower yourself with essential finance tips.
What’s the best way to leave your TFSA to your spouse?
July 24, 2024
Naming a successor holder for your TFSA can cut down on stress at a stressful time. It’s a small detail, but it can make a big difference.
How to use your RRSP to buy a house
July 18, 2024
Interested in buying your first house? The Home Buyers’ Plan (HBP) lets you use your RRSP, tax-free, to do so. But how does it work and what are the conditions? Find out what it's all about below.
What happens to your FHSA if you don’t buy a home?
March 11, 2024
The purpose of the FHSA is to enable you to buy your first home. But what happens if you don’t?
Retire at age 65 or stay in the workforce? Things you need to know to help you decide
March 04, 2024
As more and more Canadians approach age 65, they’re wondering if it’s best to retire or keep working. There’s lots to consider about working in retirement. Here’s some information to help make that decision.
How much do you tell your kids about your money?
February 28, 2024
When talking with your adult children about your money, you need to find the right balance between risk and benefit, candour and caution. Here’s why.
How to reduce debt and improve your finances
February 27, 2024
It’s normal to accumulate some debt during a difficult time. Discover how to reduce your debt and build a better financial future.
Grey divorce? What it means for your finances
February 13, 2024
Ending a marriage when you’re past 55 presents unique challenges, especially when it comes to your personal finances.
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.
Related products
Explore our products.
Get a quote
You can buy some of our insurance products online.