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.

Make your familys estate planning SM Tile
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
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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
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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
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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
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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
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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

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
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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
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Wealth Planning Facts & Figures 2020

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

January 15, 2020
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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
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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

Dos and Don'ts: How to get the most out of your RESP

Want to use an RESP, but aren't sure where to start? Here are a few things to know about this education savings account.

September 16, 2019 6 Mins
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Family RESPs: Education savings for multiple kids

Using a registered education savings plan (RESP) is a great way to save for a child’s university. But what if you have more than one kid? Consider the family RESP.

September 16, 2019 5 Mins
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Is investment television news negatively impacting your portfolio?

While the always-on business stations are fun to watch, their main objective is to gain viewers and increase profits. So, be careful about following what the financial gurus say.

August 21, 2019 5 Mins
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RRSPs versus mortgages: What should you pay down first?

It’s an age-old question—slash your house payments or save more money? Here’s how to decide.

August 12, 2019 4 Mins

6 things you need to know about being an executor of your parent’s estate

While anyone can be designated as an executor, the responsibility usually falls to the adult children of a parent who has passed away. Here’s the scoop on what the job entails and how to do it well.

July 16, 2019 6 Mins

When should I start collecting CPP and OAS?

While most people start collecting CPP and OAS payments at age 65, Canadians are able to receive payments as early as age 60 or as late as age 70.

July 15, 2019 6 Mins

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