As a young professional, your financial management priority can be narrowed down to one primary objective: budgeting. Your first financial priority is getting yourself to a strong enough financial position to be able to tackle the larger financial li...

Your retirement is something you plan for your entire life and is often a life stage you most look forward to. Moving on from a long-lived career that you have devoted most of your life to advancing, however, is a significant financial and life trans...

The concept of a traditional family has evolved with time, and as a result, so has family estate planning. A new, modernized strategy for estate planning is needed to accommodate family structures that differ from the traditional model. In this artic...

As a parent, you are probably hoping that your children will pursue post-secondary education or some form of higher learning after they graduate high school – and for good reason. Post-Secondary education is an invaluable asset – it can lead to a ful...

The phenomenon of ‘The Sandwich Generation’ is a generation of people, typically within their 30s-50s, who find themselves balancing the challenging act of bringing up their own children, whilst taking financial care of their ageing parents. This is...

This article explores Registered Retirement Income Fund accounts and the other RRSP Maturity Options...

For many busy professionals, RRSP deadlines often can sneak up on you. This article highlights some of the important information about RRSPs....

One of the main questions that I get from young professionals is how to prioritize multiple different goals such as paying down debt, investing for future, saving for a house or wedding and making sure your assets and lifestyle are protected....

As Canadians there are a few options available when choosing an account to invest your money. Two of the most popular investment vehicles today are TFSAs and RRSPs, both registered accounts that were created by the government to encourage Canadian’s...