30 November, 2020

Has the pandemic changed your financial priorities?

If there’s one thing this year has shown, it’s how life can change on a dime. In a recent poll, we found that COVID-19 has left many Canadians revaluating their financial priorities....

24 November, 2020 Retirement

10 ways to grow your RRSP

Many Canadians are increasingly relying on their own resources to fund their retirements....

27 April, 2020 Financial Planning

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates....

23 April, 2020 Retirement

Lower 2020 RRIF Withdrawals Give New Flexibility to Retirees

As part of its Economic Response Plan to the COVID-19 crisis, the federal government lowered the required minimum withdrawals from Registered Retirement Income Funds (RRIFs) and Life Income Funds (LIFs) by 25% for 2020....

27 March, 2020 Special Reports and Newsletters

UPDATED: Canada's Economic Response Plan

The Federal Government has provided further updates to the Canada’s Economic Response Plan, detailing the eligibility criteria and how you can apply for support. Check out these revised infographics to help you better understand what the next steps a...

20 March, 2020

Life, Interrupted

The idea that we’ve collectively been thrown a personal financial curveball is an understatement. ...

19 March, 2020

COVID-19: Canada’s Economic Response Plan

The Federal Government announced an Economic Response Plan to support Canadian workers and businesses amidst the COVID-19 public health crisis....

18 February, 2020 Financial Planning

TFSA and RRSP 2020

Saving for the future involves using both RRSPs and TFSAs....

10 February, 2020

Plan Well, Retire Well

Did you know that only 22% of tax filers in Canada added to their Registered Retirement Savings Plan (RRSP) in 2017?1 The takeaway: Many Canadians aren’t contributing to their retirement plans, and therefore run the risk of falling short of their retirement...

03 February, 2020

Build a Real “Social Network"

The nature of the Canadian family is changing, and that can have a profound effect on retirees and pre-retirees. Families have steadily become smaller since the 1950s,1 and the number of individuals living alone in Canada has more than doubled over the...