Expert’s Corner

For Richer or Poorer: Financial Planning Tips for Newlyweds (PDF, 180 KB) Opens a new window in your browser.

Whether you’re a couple who’s about to get married or you’re simply considering moving in together, it’s important to have an open and frank discussion about finances before you take the big step so you can agree on how your finances will be handled.
 

Starting Over: Tips for Blended Families (PDF, 665 KB) Opens a new window in your browser.

It’s critical for couples to get professional assistance with their finances when entering a blended family relationship, such as remarrying with children from a previous relationship, or if partners have accumulated significant assets before uniting.


Articles

Lending Money to Your Children

There are many pitfalls in becoming "the bank of Mom and Dad" Here is how to avoid them.

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Are You Caught Between Your Children's and Your Parent's Financial Needs?

How to save for retirement while balancing the financial needs of children and elderly parents.

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Expert’s Corner

For Richer or Poorer: Financial Planning Tips for Newlyweds (PDF, 180 KB) Opens a new window in your browser.

Whether you’re a couple who’s about to get married or you’re simply considering moving in together, it’s important to have an open and frank discussion about finances before you take the big step so you can agree on how your finances will be handled.
 

Starting Over: Tips for Blended Families (PDF, 665 KB) Opens a new window in your browser.

It’s critical for couples to get professional assistance with their finances when entering a blended family relationship, such as remarrying with children from a previous relationship, or if partners have accumulated significant assets before uniting.


Articles

An Overview of the Student Loan Process for Parents

Preparing to send your child to college or university is a big step in both your lives, especially if this is your first foray. While your child is eligible to apply for student loans, grants, scholarships and more, he or she may still need your help with rising tuition costs.

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Advantages of a Student Line of Credit

If you're preparing for a child's post-secondary education, a graduate program, or about to pursue a professional designation, you've probably realized that you may need a loan to cover the associated costs.

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A Guide to Student Loans

The average cost of post-secondary education in Canada can top $80,000, making financing a reality for most students. If you're unsure of where to start, use this guide to student loans and learn how to apply for federal, provincial and private loans.

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Expert’s Corner

For Richer or Poorer: Financial Planning Tips for Newlyweds (PDF, 180 KB) Opens a new window in your browser.

Whether you’re a couple who’s about to get married or you’re simply considering moving in together, it’s important to have an open and frank discussion about finances before you take the big step so you can agree on how your finances will be handled.
 

Starting Over: Tips for Blended Families (PDF, 665 KB) Opens a new window in your browser.

It’s critical for couples to get professional assistance with their finances when entering a blended family relationship, such as remarrying with children from a previous relationship, or if partners have accumulated significant assets before uniting.


Plan for life’s surprises to keep your finances on track

Let’s take a closer look at three essential components of a contingency plan.

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How to Build an Emergency Savings Fund

Almost half of Canadians don’t have money set aside for emergencies. Learn how to build an emergency fund.

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Create an Emergency Fund

How to financially prepare your family for a rainy day.

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Why You Need a Separate Estate Plan for Your Digital Assets

Are your digital assets protected? Learn why you should consider creating a digital estate plan.

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Client Stories

Saving for Education

"Will and Rosa: Our little boy just celebrated his first birthday. It's amazing how fast he's growing! We want to give him every opportunity in life, including the best education we can afford. What's the best way to save for his education?"

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