Last-Minute Tax Prep Tips
This blog shares tax filing tips for Canadians who may have left filing their taxes to the last minute.
Retiring as a Couple: Important Factors to Consider
You’ve worked hard for years, saved diligently and now you’re ready to relax in retirement. But if you’re part of a couple, it’s important to approach this life transition as a partnership through open communication and honest dialogue.
Investment Strategy: Setting Financial Goals
This article will help your clients understand how to think about, discuss, and begin to create actionable goals, with you as an integral part of their team.
Why Do I Need a Financial Mentor?
Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make important decisions.
Ready to battle against bulging prices? - Solutions For Financial Planning*
Tips to help combat the rising cost of groceries. Solutions For Financial Planning, Winter 2021*
Considering Moving Closer to Your Kids? 4 Financial Implications to Discuss First
Thinking about moving closer to your adult children? These 4 financial considerations can help you decide.
A Young Ontarian's Guide to Preparing For Retirement
While retirement may be decades away, young adults who start saving now have one huge advantage on their side: time. If you're curious where to start, we're answering your top 3 questions about retirement.
4 Strategies Retirees Can Use to Avoid the OAS Clawback
Did you know your OAS pension payments could be subject to a recovery tax? Here's what Canada's retirees need to know about the OAS Clawback, plus 4 strategies to help avoid it.