Features

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Advice centre

Advice during uncertain times

June 23, 2020

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ADVICE CENTRE

What now? How to guard your financial future and get ahead in uncertain times

May 19, 2020

Explore more insights

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Investment Planning

Reducing taxes with smart investing

February 21, 2020

Read moreabout strategies to reduce taxes.

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Retirement

Retirement living in Latin America

February 21, 2020

Learn moreabout finding your perfect match in a retirement destination.

A young couple using their laptop and smartphone on their sofa

Daily living

Planning in the digital age

February 21, 2020

Learn moreabout the importance of creating a digital estate plan.

Three women chatting over desserts at a picnic table

Retirement

How to shape your retirement vision and bring it to life

January 7, 2020

Read more about the importance of having a detailed plan to live the lifestyle you want in retirement.

A family of 4 taking a selfie in a park

INVESTMENT PLANNING

Avoid these Gen X retirement traps

January 7, 2020

Learn moreabout how Gen Xers can make saving for retirement possible.

A retiree making travel plans using a map

RETIREMENT

Planning your bucket list for retirement

November 26, 2019

Read more about making a list of everything you’d like to do in retirement.

A daughter resting her head on her mother’s shoulder

DAILY LIVING 

Tips for setting up your child for success at university or college

November 26, 2019

Read more about preparing your children for post-secondary education and beyond.

A couple doing bookkeeping on their laptop

INVESTMENT PLANNING

5 money mistakes you might be making and simple strategies to correct them

November 26, 2019

Read more about 5 common money mistakes and how to avoid them.

A woman using her laptop on a park bench

RETIREMENT

Think of retirement planning as lifestyle design

October 23, 2019 

Read more about creating a plan that will allow you to live the lifestyle of your choice in retirement.

A mother helping her teenage daughter create a budget

DAILY LIVING 

Budgeting 101: Start at an early age 

October 23, 2019

Read more about budgeting for teens.

2 colleagues having a discussion at a standing desk

INVESTMENT PLANNING

What does the future have in store for your business?

October 23, 2019 

Read more about planning for your business’ future success.

A retiree reviewing his income and expenses

RETIREMENT

Cash flow planning

September 6, 2019

Learn more about reviewing and planning your expenses based on your income.

stacks of coins growing with plants on top of them

Investment planning

Money minute – The power of time and dividends

September 6, 2019

Learn more about maintaining a long-term perspective on your investments.

A view of the Vancouver skyline

rEAL eSTATe

Canadian housing – Undoing crazy years

September 6, 2019

Learn more about Canada's real estate forecast.

A group of retirees taking a walk at a beach

RETIREMENT

How to plan for a vibrant social life in retirement

July 5, 2019

Read moreabout having an active social life in retirement.

A grandpa giving his grandson a piano lesson

RETIREMENT

Finding your purpose in retirement 

May 22, 2019

Read moreabout finding and pursuing your purpose in retirement.

headshot of Kelley Keehn

INVESTMENT PLANNING

Helping Canadians think differently about their finances: Kelley Keehn answers our questions

May 22, 2019

Read moreabout Kelley Keehn's thoughts on how Canadians should manage their finances.

A real estate agent greeting a couple

REAL ESTATE

Converting your principal residence into a rental property (or vice versa)?

May 22, 2019

Read moreabout how to rent out your primary residence.

A woman sitting on a rock in Machu Picchu

Retirement

Retirement living in Latin America

February 21, 2020

Learn moreabout finding your perfect match in a retirement destination.

Three women chatting over desserts at a picnic table

Retirement

How to shape your retirement vision and bring it to life

January 7, 2020

Read more about the importance of having a detailed plan to live the lifestyle you want in retirement.

A retiree making travel plans using a map

RETIREMENT

Planning your bucket list for retirement

November 26, 2019

Read more about making a list of everything you’d like to do in retirement.

A woman using her laptop on a park bench

RETIREMENT

Think of retirement planning as lifestyle design

October 23, 2019 

Learn moreabout creating a plan that will allow you to live the lifestyle of your choice in retirement.

A retiree reviewing his income and expenses

RETIREMENT

Cash flow planning

September 6, 2019

Learn moreabout reviewing and planning your expenses based on your income.

A group of retirees taking a walk at a beach

RETIREMENT

How to plan for a vibrant social life in retirement

July 5, 2019

Read moreabout having an active social life in retirement.

A grandpa giving his grandson a piano lesson

RETIREMENT

Finding your purpose in retirement 

May 22, 2019

Read moreabout finding and pursuing your purpose in retirement.

A couple doing bookkeeping on their laptop

Investment Planning

Reducing taxes with smart investing

February 21, 2020

Read moreabout strategies to reduce taxes.

A family of 4 taking a selfie in a park

INVESTMENT PLANNING

Avoid these Gen X retirement traps

January 7, 2020

Learn moreabout how Gen Xers can make saving for retirement possible.

A couple doing bookkeeping on their laptop

INVESTMENT PLANNING

5 money mistakes you might be making and simple strategies to correct them

November 26, 2019

Read more about 5 common money mistakes and how to avoid them.

2 colleagues having a discussion at a standing desk

INVESTMENT PLANNING

What does the future have in store for your business?

October 23, 2019 

Learn moreabout planning for your business’ future success.

stacks of coins growing with plants on top of them

Investment planning

Money minute – The power of time and dividends

September 6, 2019

Learn more about maintaining a long-term perspective on your investments.

headshot of Kelley Keehn

INVESTMENT PLANNING

Helping Canadians think differently about their finances: Kelley Keehn answers our questions

May 22, 2019

Read moreabout Kelley Keehn's thoughts on how Canadians should manage their finances.

A view of the Vancouver skyline

rEAL eSTATe

Canadian housing – Undoing crazy years

September 6, 2019

Learn more about Canada's real estate forecast.

A real estate agent greeting a couple

REAL ESTATE

Converting your principal residence into a rental property (or vice versa)?

May 22, 2019

Read moreabout how to rent out your primary residence.

A young couple using their laptop and smartphone on their sofa

Daily living

Planning in the digital age

February 21, 2020

Read moreabout the importance of creating a digital estate plan.

A daughter resting her head on her mother’s shoulder

DAILY LIVING 

Tips for setting up your child for success at university or college

November 26, 2019

Read more about preparing your children for post-secondary education and beyond.

A mother helping her teenage daughter create a budget

DAILY LIVING 

Budgeting 101: Start at an early age 

October 23, 2019

Read more about budgeting for teens.