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Home > Blog

Staying on top of finances and everything around it can be daunting;
we have filtered and produced only the most relevant pieces for your
success at every stage of your life while keeping it fun and creative!



    The Healthy Taxpayer

    The Healthy Taxpayer Tax season can shine a spotlight on your financial worries. Just thinking [...]

    20
    Apr
    Here’s What’s New for the 2021 Tax Season

    [...]

    19
    Apr
    RRIF Reduction Saves Tax

    RRIF Reduction Saves Tax As part of its pandemic response, in March 2020 the federal [...]

    16
    Apr
    Claim Your Work-From-Home Costs

    Claim Your Work-From-Home Costs If you are employed, but the pandemic meant you worked from [...]

    15
    Apr
    New Tax Credits to be Claimed

    New Tax Credits to be Claimed This tax season introduces the digital news subscription tax [...]

    14
    Apr
    Defer Paying Your Tax Bill

    Defer Paying Your Tax Bill Those generous COVID-19 benefits last year were sent with little, [...]

    13
    Apr
    Here’s What’s New for the 2021 Tax Season

    Here’s What’s New for the 2021 Tax Season There’s one more chore to complete before [...]

    12
    Apr
    If You Can’t Pay Your Tax Bill

    If You Can’t Pay Your Tax Bill Filing your income tax return is an important [...]

    09
    Apr
    Rev Up your Tax Refund

    Rev Up your Tax Refund Filing your income tax return is an important part of [...]

    08
    Apr
    Work Your Financial Plan This Tax Season

    Work Your Financial Plan This Tax Season Filing your income tax return is an important [...]

    07
    Apr
    Your Tax Return: Face it Now

    Your Tax Return: Face it Now Filing your income tax return is an important part [...]

    06
    Apr
    Why File a Tax Return If You Don’t Owe?

    Why File a Tax Return If You Don’t Owe? Filing your income tax return is [...]

    05
    Apr
    Good Estate Planning Keeps Your Family Safe

    Listen to this Podcast Good Estate Planning Keeps Your Family Safe You want to fully [...]

    01
    Apr
    Learn the Warning Signs of Investment Fraud: Never Feel Pressured to Buy

    Learn the Warning Signs of Investment Fraud: Never Feel Pressured to Buy It’s easy to [...]

    01
    Apr
    Learn the Warning Signs of Investment Fraud: If You Get A Hot Tip to Make Quick Money

    Learn the Warning Signs of Investment Fraud: If You Get A Hot Tip to Make [...]

    31
    Mar
    Learn the Warning Signs of Investment Fraud: Flag High Returns at Low Risk

    Learn the Warning Signs of Investment Fraud: Flag High Returns at Low Risk It’s easy [...]

    30
    Mar
    Learn the Warning Signs of Investment Fraud: Check Them Out

    Learn the Warning Signs of Investment Fraud: Check Them Out It’s easy to spot Investment [...]

    29
    Mar
    How to spot an investment scam

    [...]

    26
    Mar
    Trusts

    Trusts There are a number of planning strategies that can be used to bypass or [...]

    25
    Mar
    Designating a Beneficiary on Non- Registered Assets

    Designating a Beneficiary on Non- Registered Assets There are a number of planning strategies that [...]

    24
    Mar
    Beneficiary Designation on Registered Assets

    Beneficiary Designation on Registered Assets There are a number of planning strategies that can be [...]

    23
    Mar
    What is Probate?

    What is Probate? Probate is the process of getting your will approved by the courts. [...]

    22
    Mar
    3 Major Financial Planning Issues Facing Women

    3 Major Financial Planning Issues Facing Women Author: Emily Guy Birken Source: MoneyNing There’s no [...]

    19
    Mar
    Women and Investing: Key Findings and Opportunities

    Women and Investing: Key Findings and Opportunities Author: Maurie Backman Source: The Motley Fool Investing [...]

    18
    Mar
    Five Uses of Trusts

    Five Uses of Trusts Trusts have many uses. Below are some of the most common [...]

    17
    Mar
    The Two Fundamental Types of Trusts

    The Two Fundamental Types of Trusts Since recent tax changes imposed by the federal government, [...]

    16
    Mar
    Secured Loan or Collateral Loan: Policy Implications

    Secured Loan or Collateral Loan: Policy Implications It can be tempting to tap into the [...]

    15
    Mar
    Secured Loan or Collateral Loan

    Secured Loan or Collateral Loan It can be tempting to tap into the cash value [...]

    12
    Mar
    Policy Loans: Loan Implications

    Policy Loans: Loan Implications It can be tempting to tap into the cash value of [...]

    11
    Mar
    Policy Loans

    Policy Loans It can be tempting to tap into the cash value of a life [...]

    10
    Mar
    Surrendering Your Policy: Policy Implications

    Surrendering Your Policy: Policy Implications It can be tempting to tap into the cash value [...]

    09
    Mar
    Understanding Your Options for Accessing Cash in a Life Policy

    Understanding Your Options for Accessing Cash in a Life Policy It can be tempting to [...]

    08
    Mar
    The Importance of Being Realistic About Your Finances

    The Importance of Being Realistic About Your Finances The term “keeping up with the Joneses” [...]

    05
    Mar
    5 Financial Resolutions to Improve Your Cash Flow

    5 Financial Resolutions to Improve Your Cash Flow By improving your cash flow — the [...]

    04
    Mar
    4 Tips on How to Balance Financial Priorities

    4 Tips on How to Balance Financial Priorities Mortgages, debt, retirement, insurance… it can seem [...]

    03
    Mar
    Avoid These 10 Common Tax Mistakes

    Listen to this Podcast Avoid These 10 Common Tax Mistakes Filing your income taxes can [...]

    02
    Mar
    Reduce Taxes and Maximize Your Wealth

    Reduce Taxes and Maximize Your Wealth Paying the least amount of tax yearly is critical [...]

    26
    Feb
    Your RRSP Deadline is Soon!

    [...]

    25
    Feb
    Create A Well Diversified Portfolio to Manage Your Risk

    Create A Well Diversified Portfolio to Manage Your Risk Diversifying your portfolio is important because [...]

    24
    Feb
    How Debt Affects Your Life Insurance Policy

    How Debt Affects Your Life Insurance Policy One of the functions of life insurance is [...]

    19
    Feb
    Plan Your Tax Strategy for When You Turn 71

    Plan Your Tax Strategy for When You Turn 71 The age of 71 is when [...]

    18
    Feb
    What Happened to All the Money from Your Raise?

    What Happened to All the Money from Your Raise? You’re not alone if you’re thinking [...]

    17
    Feb
    Learn How to Save For an Emergency Fund While in Debt

    Learn How to Save For an Emergency Fund While in Debt If you feel you [...]

    16
    Feb
    Should You Contribute to Your RRSP Or Pay Down the Mortgage?

    Should You Contribute to Your RRSP Or Pay Down the Mortgage? Should you pay into [...]

    12
    Feb
    Five Reasons to Do Annual Life Insurance Reviews

    Five Reasons to Do Annual Life Insurance Reviews A life insurance policy can provide financial [...]

    11
    Feb
    Avoid These Top 5 RRSP Mistakes

    Avoid These Top 5 RRSP Mistakes Are you contributing to your Registered Retirement Savings Plan [...]

    10
    Feb
    Discover What Kind of Insurance Will Protect You as A Single Person

    Discover What Kind of Insurance Will Protect You as A Single Person You’re on your [...]

    09
    Feb
    Stop Viewing Your TFSA As Just A Savings Account

    Stop Viewing Your TFSA As Just A Savings Account If you have a Tax-Free Savings [...]

    08
    Feb
    How to Know if an RRSP Isn’t Right For You

    How to Know if an RRSP Isn’t Right For You March 1st is fast approaching: [...]

    05
    Feb
    What’s Your Optimal RRSP Contribution For 2020?

    What’s Your Optimal RRSP Contribution For 2020? Right now, millions of Canadians are doing the [...]

    04
    Feb
    How a Financial Advisor Helps You Invest

    How a Financial Advisor Helps You Invest When it comes to investing, many people think [...]

    03
    Feb
    Give Yourself A Raise From Your Tax Refund

    Give Yourself A Raise From Your Tax Refund Are you consistently receiving a hefty tax [...]

    02
    Feb
    Six ways to power up your RRSP throughout your career

    Listen to this Podcast Six ways to power up your RRSP throughout your career Why [...]

    01
    Feb
    Ensure Your Life Insurance Will Protect A Young Child

    Ensure Your Life Insurance Will Protect A Young Child How can you ensure that your [...]

    01
    Feb
    Do Both Parents Need Life Insurance?

    Do Both Parents Need Life Insurance? Life insurance is about protecting family members from financial [...]

    29
    Jan
    Positive Cash Flow is Key to Building Your Wealth

    Positive Cash Flow is Key to Building Your Wealth If you don’t know how much [...]

    28
    Jan
    Learn Why Responsible Investing Is No Longer Niche

    Learn Why Responsible Investing Is No Longer Niche The criteria for defining responsible, or sustainable, [...]

    27
    Jan
    Pay Down Debt and Gain Peace of Mind

    Pay Down Debt and Gain Peace of Mind Paying down debt is the highest priority [...]

    26
    Jan
    Discover the Hidden Power of a Tax-Free Savings Account

    Discover the Hidden Power of a Tax-Free Savings Account If you have a Tax-Free Savings [...]

    25
    Jan
    Avoid These 6 Costly Tax Reporting Mistakes

    Avoid These 6 Costly Tax Reporting Mistakes Filing your income tax return. It’s complicated and [...]

    22
    Jan
    Skip Next Year’s RRSP Stress with This 4-Step Plan

    Skip Next Year’s RRSP Stress with This 4-Step Plan March 1st is the deadline for [...]

    21
    Jan
    Here’s How to Make Your Tax Refund Work Harder

    Here’s How to Make Your Tax Refund Work Harder You’re a smart saver. You’ve been [...]

    20
    Jan
    Test Drive Your Retirement

    Test Drive Your Retirement You can see it: just up there, on the horizon. Those [...]

    19
    Jan
    Here’s How to Master The 2020 Tax Season

    Here’s How to Master The 2020 Tax Season It won’t be the usual tax season [...]

    18
    Jan
    Here’s How an RRSP Can Work to Your Advantage

    Here’s How an RRSP Can Work to Your Advantage Saving money on taxes, combined with [...]

    15
    Jan
    How Can Green Bonds Benefit Your Investment Portfolio?

    How Can Green Bonds Benefit Your Investment Portfolio? Interest in green bonds has exploded in [...]

    14
    Jan
    Two Ways to Borrow From Your RRSP Tax Free

    Two Ways to Borrow From Your RRSP Tax Free You can take money out of [...]

    13
    Jan
    Should This Millennial Contribute to His RRSP or Save in Other Ways?

    Should This Millennial Contribute to His RRSP or Save in Other Ways? Steven, age 31, [...]

    12
    Jan
    Two Ways A Spousal RRSP Can Help Your Family

    Two Ways A Spousal RRSP Can Help Your Family As the deadline for finalizing your [...]

    11
    Jan
    Here Are Five Tips for Your RRSP Planning

    Here Are Five Tips for Your RRSP Planning Your deadline for Registered Retirement Savings Plan [...]

    08
    Jan
    How You Can Create Life-Long Protection for A Child with A Disability

    How You Can Create Life-Long Protection for A Child with A Disability You want your [...]

    07
    Jan
    Here’s How Consumers Drive the Market for Ethical Investments

    Here’s How Consumers Drive the Market for Ethical Investments One of the hottest trends is [...]

    06
    Jan
    Are you over insured?

    Listen to this Podcast Are you over insured? If you are considering the full picture [...]

    04
    Jan
    Live Off Your Investments and Also Leave Them to Your Estate

    Live Off Your Investments and Also Leave Them to Your Estate There is a way [...]

    04
    Jan
    Teens and Adults: Learn About the Power of Money

    Teens and Adults: Learn About the Power of Money Here’s a proven approach for developing [...]

    30
    Dec
    How to teach young children basic financial concepts

    How to teach young children basic financial concepts Right now, in your home, you have [...]

    29
    Dec
    Here’s a simple way to teach financial literacy to your family

    Here’s a simple way to teach financial literacy to your family What do you talk [...]

    23
    Dec
    How to work like a millionaire

    How to work like a millionaire On average, millionaires have not just one, but seven [...]

    22
    Dec
    Face your aging future with dignity

    Face your aging future with dignity It’s a hard truth. You are likely to need [...]

    21
    Dec
    Five ways to spend smarter

    Five ways to spend smarter How you spend your money is critical to your financial [...]

    18
    Dec
    Here’s why you need a legal health care advocate

    Here’s why you need a legal health care advocate It is a sign of good [...]

    17
    Dec
    Why smart financial planning includes a Power of Attorney

    Why smart financial planning includes a Power of Attorney Your estate planning must include more [...]

    16
    Dec
    It’s Never Too Late to Save For Your Retirement

    It’s Never Too Late to Save For Your Retirement Some older Canadians have had financial [...]

    15
    Dec
    Here’s Why Wealthy People Watch Cash Flow

    Here’s Why Wealthy People Watch Cash Flow People who are wealthy live in a way [...]

    14
    Dec
    This man changed his life with Critical Illness Insurance

    This man changed his life with Critical Illness Insurance Are you prepared for the unexpected, [...]

    11
    Dec
    Do You Know How Wealthy You Can Be in a Decade?

    Do You Know How Wealthy You Can Be in a Decade? Have you really defined [...]

    10
    Dec
    Four Smart Ways to Turn a Windfall Into Wealth

    Four Smart Ways to Turn a Windfall Into Wealth The pandemic has brought unexpected opportunities [...]

    09
    Dec
    Begin Your Life Together on the Right Financial Footing

    Begin Your Life Together on the Right Financial Footing As a recently married couple, you [...]

    07
    Dec
    How to Provide for the Family Cottage

    How to Provide for the Family Cottage As you plan your estate—the legacy you are [...]

    04
    Dec
    Health Spending Accounts – A Better Benefits Option for Business Owners?

    Health Spending Accounts – A Better Benefits Option for Business Owners? As a small business [...]

    02
    Dec
    Why saving for your child’s education is more important than ever

    Listen to this Podcast Why saving for your child’s education is more important than ever [...]

    01
    Dec
    Estate Planning: Make It Your Goal to Die Broke

    Estate Planning: Make It Your Goal to Die Broke Your estate is the legacy you [...]

    27
    Nov
    Is Your Financial Strategy Actually Creating Wealth?

    Is Your Financial Strategy Actually Creating Wealth? The year is quickly drawing to a close. [...]

    26
    Nov
    Why today’s segregated funds are worth another look

    Why today’s segregated funds are worth another look You have insurance on your house and [...]

    25
    Nov
    Make great cash flow your lifestyle choice

    Make great cash flow your lifestyle choice Do you plan your cash flow — your [...]

    24
    Nov
    Finances build the foundation of a “great” marriage

    Finances build the foundation of a “great” marriage Money matters—it’s one of the biggest triggers [...]

    23
    Nov
    Millennials – three ways to get the edge in today’s market

    Millennials – three ways to get the edge in today’s market Many of today’s millionaires [...]

    20
    Nov
    How to give more charitably, without it costing you more

    How to give more charitably, without it costing you more Why do you donate? Perhaps [...]

    18
    Nov
    Critical illness on your child ensures you stay by their side

    Critical illness on your child ensures you stay by their side You may have critical [...]

    17
    Nov
    Is your mortgage insurance really protecting you?

    Is your mortgage insurance really protecting you? When you bought your new home, you may [...]

    16
    Nov

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