A recent Statistics Canada’s Labour Force Survey finds workers with post-secondary educations are putting off retirement. While layoffs push dow...

WORKING CLIENTS Maximum RRSP contribution: The maximum contribution for 2018 is $26,230; for 2019, $26,500. TFSA limit: In 2018,...

Not sure whether to use an RRSP or TFSA for your retirement savings? That’s a common question. In general, those earning a low income (under $35...

Who’s buying CI? Average age is 37 About equal sales between men and women 92% of sales a...

Banks like to offer life insurance on mortgages. And coverage is often available without a medical examination. Although obtaining an insurance withou...

Attracting and retaining the right talent is necessary in a competitive business environment. Having worked with start-ups, growing and businesse...

A recent survey has found that 73% of employees in the United States want customizeable workplace benefits. Given the freedom to chose, workers may ne...

According to the results of the most recent Sun Life Canadian Health Index, more than three-quarters of Canadians believe that all employees have...

It’s difficult to set realistic savings goals without knowing how your money is already committed. Be it rent or mortgage payments, groceries, o...

Are you one of many Canadians looking to supplement your Provincial Health Plan? Thousands of Canadians are seeing the need to supplement their Provi...

Do you travel two or more times per year? Do you like to save money? If you answered ‘yes’ to both questions above, an annual multi-...

“I’ve stopped drinking coffee,” my dad told me in an email from his Florida condo a couple of years ago. “I think it’s m...

The 2018 March Break is almost upon us.  Likely some will be heading on family getaways. If they’re planning a last-minute trip, whether it...

Disability Insurance can be a life saver. Here's how it works. (Getty Images) Disability insurance can be a tricky topic. And if you&rsq...

Getting hitched? Give at least as much thought to your registered investments as you do your gift registry. You’ll likely find that tying the kn...

Many Canadians say they don’t have the funds to make RRSP or TFSA contributions. However, most Canadians have the funds for something else imp...

Pacific Blue Cross Personal Health Insurance Product Comparison Health & Dental ...

Are you considering making a major purchase, like buying a home, this year? If so, your credit score will likely come into play. An understanding of t...

Cold weather has arrived. But the off-season is a good time to think about what will happen to a vacation property in the long-term, and how to best pay tax on it.  Without proper planning, vacation homes can quickly go from enjoyable escape to a source of financia...

In Part 1, we focused on minimizing capital gains tax when vacation property succession planning. Another key piece of the planning puzzle is probate fees. WEIGHING THE OPTIONS If your client’s vacation property forms part of her estate on dea...

Where are you on the financial pyramid and what steps can you take to achieve your goals? This pyramid can help you take the steps to reach your financial goals. By starting with the foundation of a solid financial plan, you will have a clear path to lead you i...

Feature Comparison Traditional non-redeemable GICs1 Mutual Funds Segregated Funds2 ...

Working clients Maximum RRSP contribution: The maximum contribution for 2018 is $26,230; for 2019, $26,500. TFSA limit: In 2018, the annual limit is $5,500, for a total of $57,500 for someone who has never contributed and has been eligible for the TFSA since...