Investing your personal finances can feel overwhelming. To help, we’ve created a series of articles covering key topics to keep in mind, so you can plan successfully for your future.

A guide to adding government contributions into your RESP SM Tile
Why entrepreneurs should consider SM Tile

Why entrepreneurs should consider using this lesser-known retirement account

Individual Pension Plans are ideal for business owners who are at least 40 years old and earn more than $100,000 a year.

September 1, 2020 6 Mins
How to keep investing in retirement SM Tile

How to keep investing in retirement

Just because work ends, doesn’t mean you should stop investing.

August 19, 2020 5 Mins
LIF2020 SM Tile

2020 LIF withdrawals: What you need to know

Minimum and maximum withdrawal percentages for LIF and RLIF accounts by province.

August 6, 2020
How to use non-registered accounts

How to use non-registered accounts

There’s more to investing than the RRSP and TFSA.

July 20, 2020 6 Mins
How much life insurance do you need

How much life insurance do you need?

Here’s how to calculate how much coverage will protect your family

July 20, 2020 5 Mins
Make your familys estate planning SM Tile

Make your family’s estate planning conversations go smoothly

Estate discussions are some of the most difficult conversations to have. Here are some ideas on how to have a productive talk with your family.

June 26, 2020 4 Mins
How to pay less taxes6 SM Tile

How to pay less tax when you sell your cottage

You may have to pay capital gains tax on the sale of a second home. Here’s how you can keep more of that money in your pocket.

June 15, 2020 5 Mins
How Beneficiaries Really Work SM Tile3C

How beneficiaries really work

It can be a good idea to name a beneficiary on your registered accounts, instead of just in a will.

May 26, 2020 5 Mins
What To Do With Your Tax Refund SM Tile3B

What to do with your tax refund

Getting money back from your taxes? Plan now for what to do with those funds.

May 26, 2020 4 Mins
Compound investing SM Tile

How compound investing works

It’s one of the most important financial concepts to understand and leverage to reach your financial goals.

April 27, 2020 4 Mins
Useful Investments SM Tile

Useful investments for short-term savings

People don’t just have long-term goals. It's important to save properly for your immediate needs, too.

April 26, 2020 5 Mins
SM Tiles Investment Goals

How to set your investment goals

Setting objectives and creating a plan is easier said than done. Here’s how to get started.

March 27, 2020 4 Mins
A guide to adding government contributions into your RESP SM Tile
Why entrepreneurs should consider SM Tile

Why entrepreneurs should consider using this lesser-known retirement account

Individual Pension Plans are ideal for business owners who are at least 40 years old and earn more than $100,000 a year.

September 1, 2020 6 Mins
How to keep investing in retirement SM Tile

How to keep investing in retirement

Just because work ends, doesn’t mean you should stop investing.

August 19, 2020 5 Mins
LIF2020 SM Tile

2020 LIF withdrawals: What you need to know

Minimum and maximum withdrawal percentages for LIF and RLIF accounts by province.

August 6, 2020
How to use non-registered accounts

How to use non-registered accounts

There’s more to investing than the RRSP and TFSA.

July 20, 2020 6 Mins
How much life insurance do you need

How much life insurance do you need?

Here’s how to calculate how much coverage will protect your family

July 20, 2020 5 Mins
Make your familys estate planning SM Tile

Make your family’s estate planning conversations go smoothly

Estate discussions are some of the most difficult conversations to have. Here are some ideas on how to have a productive talk with your family.

June 26, 2020 4 Mins
How to pay less taxes6 SM Tile

How to pay less tax when you sell your cottage

You may have to pay capital gains tax on the sale of a second home. Here’s how you can keep more of that money in your pocket.

June 15, 2020 5 Mins
How Beneficiaries Really Work SM Tile3C

How beneficiaries really work

It can be a good idea to name a beneficiary on your registered accounts, instead of just in a will.

May 26, 2020 5 Mins
What To Do With Your Tax Refund SM Tile3B

What to do with your tax refund

Getting money back from your taxes? Plan now for what to do with those funds.

May 26, 2020 4 Mins
Compound investing SM Tile

How compound investing works

It’s one of the most important financial concepts to understand and leverage to reach your financial goals.

April 27, 2020 4 Mins
Useful Investments SM Tile

Useful investments for short-term savings

People don’t just have long-term goals. It's important to save properly for your immediate needs, too.

April 26, 2020 5 Mins
SM Tiles Investment Goals

How to set your investment goals

Setting objectives and creating a plan is easier said than done. Here’s how to get started.

March 27, 2020 4 Mins