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

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
SM Multiple RESP

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
TV Portfolio SM

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
Mortgage vs2. RRSP SocialMedia

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
TFSARRSP contributions3

Wealth Planning Facts & Figures 2019

A summary of key tax, retirement, estate, and other financial planning information for 2019.

July 2, 2019
SM DonatingSecurity4

How to donate securities to charity

Many people prefer to give securities over cash to their favourite foundations and non-profits. Here’s how it works.

June 20, 2019 6 Mins
SM MinimizeYourTax2

5 ways to trim your tax bill in retirement

You want to enjoy your retirement, not stress over hefty tax bills. Here’s how to help make sure income tax doesn’t impede your late-in-life plans.

June 20, 2019 4 Mins
How to buy property in the United States

How to buy property in the United States

If you want to invest in a stateside property to escape Canadian winters, here’s what you need to know.

May 6, 2019 5 Mins
Charitable giving plan

Why you need a charitable giving plan (and how to create one)

Most of us give to charity by cheques, but that may not make for good long-term giving. A giving plan can help.

April 16, 2019 5 Mins
Elder care

The real cost of elder care

Many Canadians will, at some point, have to take care of an aging parent. Here’s what you might have to spend.

March 26, 2019 4 Mins