Should you get life insurance if you’re single or young?

10 Things I’ve Learned About Wealth Management in 10 Years

The past 10 years have been in the wealth management channel. That still involves some non-profits but also includes individuals, families, corporate retirement plans and family office clients. Here are 10 things I’ve learned in my 10 years working in wealth management:

Canadians are feeling financially anxious as economic uncertainty persists

As economic uncertainty continues to weigh on Canadians, a new member survey from Advocis, The Financial Advisors Association of Canada, reveals that many households are feeling heightened financial stress and limited confidence in their ability to weather the storm.

7 tips when writing your will

Everyone should have a proper will, which is a document that expresses your wishes for how your property will be distributed if you die. If you have minor children, a will also names the person or persons who will look after them.

The ABCs of Smart Saving: RRSPs, TFSAs, FHSAs and RESPs Explained

If you’ve ever felt overwhelmed by the alphabet soup of savings accounts—RRSPs, TFSAs, FHSAs and RESPs—you’re not alone.

Retirement

Should You Pay Off Your Mortgage Before Retirement?

Paying off your mortgage early is a hotly debated personal finance topic. Both sides of the argument have strong feelings.

How you can get the most from your RRSP contributions

Building savings can be challenging – after all, there are plenty of fun things to spend money on. But the satisfaction of watching your savings grow will likely outlast the thrill of your latest online purchase.

Insurance

Reasons why life insurance might not pay out

Life insurance can help financially protect your loved ones should you pass away. If you’re one of the 22 million Canadians who has life insurance protection, you may be wondering about the risk of your life insurance not paying out. While it can happen, it’s relatively uncommon in Canada.

Insurance

Costs to consider when planning for your child's education

Post-secondary education is expensive, and the cost is continuing to rise. These expenses are usually more than what people expect. That’s because they don’t think about the additional costs on top of tuition.