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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!



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
5 Tips for the Soon-to-be-Retiree

5 Tips for the Soon-to-be-Retiree Making the conscious decision to stop working and move into [...]

13
Nov
Do teenagers need to file a tax return if they work part-time?

Do teenagers need to file a tax return if they work part-time? Like many milestones, [...]

12
Nov
How’s your Cash Flow? 3 Easy Ways to Improve it

How’s your Cash Flow? 3 Easy Ways to Improve it Cash flow — the movement [...]

11
Nov
6 Ways Women Can Plan for a Longer Retirement

6 Ways Women Can Plan for a Longer Retirement Senior women in Canada, live an [...]

10
Nov
A Simple Approach to Money Management When You’re Just Starting Out

A Simple Approach to Money Management When You’re Just Starting Out When you’ve finished school [...]

09
Nov
How to Keep Online Shopping in Check

How to Keep Online Shopping in Check If you are like an increasing number of [...]

06
Nov
Avoid These 3 Common Life Insurance Mistakes

Avoid These 3 Common Life Insurance Mistakes Life insurance is a topic most people know [...]

05
Nov
Wills and trusts – what do you need for a successful estate plan?

Wills and trusts – what do you need for a successful estate plan? Having a [...]

04
Nov
Are you paying your “retirement tax”?

Are you paying your “retirement tax”? If you live in the province of Ontario you’re [...]

03
Nov
Plan now – and avoid next year’s RRSP scramble

Plan now – and avoid next year’s RRSP scramble If you’re like a great many [...]

02
Nov
Using technology to help your business thrive during COVID-19 and beyond

Listen to this Podcast Using technology to help your business thrive during COVID-19 and beyond [...]

30
Oct
Selling or Renting Your Home? Consider the Taxes!

Selling or Renting Your Home? Consider the Taxes! Home ownership is an important wealth building [...]

30
Oct
What Wise Investors Know

What Wise Investors Know Whether you are brand new to investing or a seasoned pro, [...]

29
Oct
Retirement? Ready or Not!

Retirement? Ready or Not! The greatest focus for individuals and couples as they approach retirement [...]

14
Oct
Could a spousal RRSP help you?

Could a spousal RRSP help you? Most people are familiar with how RRSP contributions can [...]

13
Oct
5 Ways to Be Smart When the Markets Go Down

5 Ways to Be Smart When the Markets Go Down We all wish the stock [...]

09
Oct
What happens to your RRSP when you retire?

What happens to your RRSP when you retire? Many Canadians spend so many years saving [...]

08
Oct
How to Spot an Investment Scam

How to Spot an Investment Scam It’s quite easy to spot the con artists on [...]

07
Oct
Don’t Count on Anyone to Teach You Financial Literacy

Don’t Count on Anyone to Teach You Financial Literacy Life-long financial literacy. It’s not taught [...]

05
Oct
Here are 7 Great Tips for Paying Off Your Mortgage Faster

Here are 7 Great Tips for Paying Off Your Mortgage Faster Financially smart investors typically [...]

02
Oct
Laddered Life Insurance – A Great Option for Young Families with Growing Insurance Needs.

Laddered Life Insurance – A Great Option for Young Families with Growing Insurance Needs. Life [...]

01
Oct
How COVID is influencing home ownership

Listen to this Podcast How COVID is influencing home ownership COVID-19 has affected most aspects [...]

30
Sep
Charitable Giving with Life Insurance–How to do Good for Your Own Benefit.

Charitable Giving with Life Insurance–How to do Good for Your Own Benefit. Canada has a [...]

30
Sep
An IPP Secures Your Retirement Far Better Than Selling Your Business.

An IPP Secures Your Retirement Far Better Than Selling Your Business. Are you relying on [...]

29
Sep
Creating Generational Wealth That Actually Lasts.

Creating Generational Wealth That Actually Lasts. Thanksgiving welcomes the holiday season into our midst. This [...]

28
Sep
Understanding RRIFS.

Understanding RRIFS. Registered Retirement Income Funds (RRIFS) are an investment vehicle that are designed to [...]

25
Sep
Risky Business: Types of Investment Risks.

Risky Business: Types of Investment Risks. Risk is something that is ever present in the [...]

24
Sep
6 Tips for More Successful Investments.

6 Tips for More Successful Investments. There is no one-and-done way to invest, but there [...]

23
Sep
3 Great Things About the TFSA for Millennials

3 Great Things About the TFSA for Millennials The tax-free savings account (TFSA) turned 11 [...]

21
Sep
Why Skip the Medical When Getting Life Insurance?

Why Skip the Medical When Getting Life Insurance? There are several options for getting life [...]

18
Sep
How Can the Next Two Weeks Reduce Your Tax Burden?

How Can the Next Two Weeks Reduce Your Tax Burden? As part of the federal [...]

17
Sep
RESP & Divorce – Who gets it?

RESP & Divorce – Who gets it? A Registered Education Savings Plan (RESP) allows you [...]

16
Sep
Term vs Permanent Life Insurance – the differences explained.

Term vs Permanent Life Insurance – the differences explained. Many people view purchasing life insurance [...]

15
Sep
Financial Planning Checklist.

Financial Planning Checklist. It is always a good day to review your financial plan! Knowing [...]

14
Sep
6 simple ways to stop financial stress from robbing your sleep.

6 simple ways to stop financial stress from robbing your sleep. Like a thief in [...]

11
Sep
Here’s how to Effortlessly Build a Top-Notch Credit Rating.

Here’s how to Effortlessly Build a Top-Notch Credit Rating. As you plan your financial future, [...]

10
Sep
Life Insurance – Don’t Delay in Protecting your Financial Future.

Life Insurance – Don’t Delay in Protecting your Financial Future. All the stress and upheaval [...]

09
Sep
Top 5 Ways to Get a Better Return from Your GIC.

Top 5 Ways to Get a Better Return from Your GIC. Currently, the yield curve [...]

08
Sep
Business owners: Skip the RRSP, set up an Individual Pension Plan

As a business owner, your RRSP may be limiting your ability to properly save for [...]

07
Sep
Five ways to stop being shackled by your student loan

Five ways to stop being shackled by your student loan As a recent graduate, you [...]

04
Sep
How to bust the back-to-school stress during Covid.

How to bust the back-to-school stress during Covid. Back to school this year is like [...]

03
Sep
Strategies to Chip Away at Debt During the Pandemic.

Strategies to Chip Away at Debt During the Pandemic. Like many Canadians, the Covid-19 pandemic [...]

02
Sep
When Your Adult Child Moves Back Home.

When Your Adult Child Moves Back Home. Particularly during the Coronavirus/Covid-19 pandemic, your adult child’s [...]

01
Sep
How to help your kids without hurting your bottom line

Listen to this Podcast How to help your kids without hurting your bottom line It’s [...]

01
Sep
Get rid of that high interest credit card

Get rid of that high interest credit card The debt load for Canadians is at [...]

31
Aug
Where Will You Live in Retirement?

Where Will You Live in Retirement? Your golden years are dawning like the bright chapter [...]

28
Aug
Business Owners and Investments.

Business Owners and Investments. Most people don’t understand the responsibilities of owning a business; there [...]

27
Aug
Environment, Social, and Governance (ESG) Investing.

Environment, Social, and Governance (ESG) Investing. ESG stands for Environment, Social, and Governance. It is [...]

26
Aug
Business Owners – How You Should Pay Yourself.

Business Owners – How You Should Pay Yourself. Determining the best way to pay yourself [...]

25
Aug
Let’s Talk Annuities.

Let’s Talk Annuities. The concept of an annuity is simple; you give an insurance company [...]

24
Aug
Universal Life Insurance.

Universal Life Insurance. Universal Life insurance is a combination of two important elements; a whole [...]

21
Aug
Pay Down Your Mortgage or Top-up Your TFSA.

Pay Down Your Mortgage or Top-up Your TFSA. The question of reducing debt or contributing [...]

20
Aug
Child Insurance Policies.

Child Insurance Policies. Many people do not want to think about life insurance for their [...]

19
Aug
Establishing a Private Foundation.

Establishing a Private Foundation. A private foundation is a not-for-profit organization that is set up [...]

18
Aug
Critical Illness Insurance.

Critical Illness Insurance. More and more Canadians concerned about the financial costs of major disease [...]

17
Aug
How the CPP Dropout Provisions Can Affect Your Entitlement.

How the CPP Dropout Provisions Can Affect Your Entitlement. CPP rules can be complicated and [...]

14
Aug

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