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Financial planning tips

12 key documents you need to gather

Can you imagine what would happen if you died and your beneficiaries didn’t know where to find your will? Or your money?

  • March 06, 2017

    Do you qualify for the disability tax credit?

    If you qualify for the disability tax credit, you could get up to 10 years of backdated tax breaks, plus additional financial help from the government.

  • March 02, 2017

    Employee benefits: Taxable or not?

    Does your T4 say you made more than you thought you did? Perhaps you didn’t consider your taxable benefits. Find out what is and isn’t taxable.

  • February 14, 2017

    Retirement planning for couples

    For couples, retirement planning is about more than just saving money. It’s also about reconciling lifestyle dreams and wishes that might not match.

  • January 23, 2017

    Now: A clearer window on mutual funds

    You’ll see some significant changes to your mutual fund account statement this year. Here’s what they mean for you.

  • January 10, 2017

    How to save for tomorrow when you’re not sure about today

    Job insecurity doesn’t have to mean financial insecurity. These 5 tips will help you improve your financial health and plan for a brighter future.

  • debt load
    January 03, 2017

    4 ways to lessen your debt load

    Debt has definitely become the new 4-letter word. Consider these 4 options to help get your debt under control.

  • How to cure a holiday debt hangover
    December 28, 2016

    How to cure a holiday debt hangover

    Has too much seasonal spending left you with an aching wallet? These tips will help ease the pain — and prevent it from happening again.