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.

SM Tiles Investment Goals
6 ways

Six ways to prepare for tax time

Although the Canadian government has extended the tax filing deadline for 2020 to June 1st, planning ahead goes for any year too, even when the deadline is usually April 30th.

March 20, 2020 5 Mins
When should you hold on to cash

When should you hold on to cash in your portfolio?

Generally, keeping money in cash or low-yielding investments can hurt your portfolio.There are some situations, though, where cash comes in handy.

February 14, 2020 5 Mins
SM Tile LIRA

LIRA: The retirement account you’ve (probably) never heard of

Most Canadians aren’t familiar with the locked-in retirement account, but they should be.

February 12, 2020 6 Mins
SM Tiles RRIFs Myths

4 Myths about RRIFs

Most Canadian savers will need to open a registered retirement income fund by the time they turn 71, yet many aren’t as familiar with the account as they should be.

January 28, 2020 5 Mins
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The benefits of diversification

A diversified portfolio and a long-term strategy can better-shield investors from unpredictable changes in the market.

January 27, 2020 1 Mins
SM Tile RRSP Contributions

Beat the deadline: How to get more out of RRSP contributions

Many people put cash into an RRSP right before the deadline, but there may be better ways to invest.

January 21, 2020 4 Mins
TFSARRSP Contributions 2

TFSA & RRSP Contributions: What you need to know

Key information about contribution amounts, deadlines, and ways to contribute.

January 20, 2020 3 Mins
TFSARRSP contributions4

Wealth Planning Facts & Figures 2020

A summary of key tax, retirement, estate, and other financial planning information for 2020.

January 15, 2020
SM New Years Resolution

The New Year’s resolutions every investor should make

Want to get better with your money next year? Here are eight things to consider.

December 17, 2019 6 Mins
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10 things you’re forgetting to claim on your taxes

With so many credits and deductions, it’s easy to overlook a few key things.

November 13, 2019 6 Mins
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Get your estate in order before it’s too late

It’s not easy to think about what might happen to your money after you’re gone, but you do need to create an estate plan sooner than later.

November 6, 2019 5 Mins
Trusts SM tile

Why trusts are for everyone

Trusts give people more control over their assets among many other uses.

October 21, 2019 4 Mins
SM Tiles Investment Goals
6 ways

Six ways to prepare for tax time

Although the Canadian government has extended the tax filing deadline for 2020 to June 1st, planning ahead goes for any year too, even when the deadline is usually April 30th.

March 20, 2020 5 Mins
When should you hold on to cash

When should you hold on to cash in your portfolio?

Generally, keeping money in cash or low-yielding investments can hurt your portfolio.There are some situations, though, where cash comes in handy.

February 14, 2020 5 Mins
SM Tile LIRA

LIRA: The retirement account you’ve (probably) never heard of

Most Canadians aren’t familiar with the locked-in retirement account, but they should be.

February 12, 2020 6 Mins
SM Tiles RRIFs Myths

4 Myths about RRIFs

Most Canadian savers will need to open a registered retirement income fund by the time they turn 71, yet many aren’t as familiar with the account as they should be.

January 28, 2020 5 Mins
SM Tile RRSP Contributions

Beat the deadline: How to get more out of RRSP contributions

Many people put cash into an RRSP right before the deadline, but there may be better ways to invest.

January 21, 2020 4 Mins
TFSARRSP Contributions 2

TFSA & RRSP Contributions: What you need to know

Key information about contribution amounts, deadlines, and ways to contribute.

January 20, 2020 3 Mins
TFSARRSP contributions4

Wealth Planning Facts & Figures 2020

A summary of key tax, retirement, estate, and other financial planning information for 2020.

January 15, 2020
SM New Years Resolution

The New Year’s resolutions every investor should make

Want to get better with your money next year? Here are eight things to consider.

December 17, 2019 6 Mins
Artboard 25 copy 7

10 things you’re forgetting to claim on your taxes

With so many credits and deductions, it’s easy to overlook a few key things.

November 13, 2019 6 Mins
Artboard 25 copy 6

Get your estate in order before it’s too late

It’s not easy to think about what might happen to your money after you’re gone, but you do need to create an estate plan sooner than later.

November 6, 2019 5 Mins
Trusts SM tile

Why trusts are for everyone

Trusts give people more control over their assets among many other uses.

October 21, 2019 4 Mins
Stay invested SM tile

Why you should stay invested, even during volatile markets

It’s only natural to get queasy when markets fall.Whatever you do, don’t bail out of the market.

October 21, 2019 5 Mins

Stay curious

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