Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidance. As a result, family conversations about money and wealth transfer often remain superficial......
Planning for retirement can be complex, but understanding Canada's two main government pension programs—Canada Pension Plan (CPP) and Old Age Security (OAS)—is a great first step....
Planning for retirement is one of the most important financial steps you'll take. Yet, many people make costly mistakes that can jeopardize their long-term financial security. Here's what you can do to avoid these common mistakes....
For some, the ideal retirement involves annual scuba diving trips to Belize and golfing at the best courses around the world. For others, it’s staying close to home to spend more time with family or taking joy in sharing their wealth......
The Healthcare of Ontario Pension Plan (“HOOPP”) recently announced that Ontario incorporated physicians will be eligible to participate in its defined benefit pension plan, effective January 2025......
No matter how often we’re told to prepare for stock market volatility, we are often greatly unnerved by it and wonder if there is anything that can or should be done in response....
A TFSA is a multi-purpose, tax-efficient savings account that complements your existing retirement savings plan. Your TFSA contributions grow tax-free and can also be withdrawn on a tax-free basis at any time, and used for any purpose (i.e., a new ca...
With the steady improvement in life expectancy, many more people will be around to celebrate their 90th birthdays than in the past – but will they have enough retirement income to last their lifetime? According to Statistics Canada, a 65-year-old man...