Putting your account changes in perspective in volatile markets
How to interpret changes in your investment accounts in a volatile-market context, without giving in to emotion.
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News for Your Estate Searches: Simpler and Faster
A single window for will and protection mandate searches in Quebec: what is changing and the dates to remember.
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Why Life Insurance Can Make All the Difference
The true story of term coverage purchased at the right time — and why life insurance deserves its place in a financial plan.
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What Happens to an RRSP When the Last Surviving Spouse Dies in Canada?
When the last surviving spouse dies, the RRSP becomes taxable all at once: what happens, and how to plan ahead to reduce the bill.
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House Rich, Cash Poor
A net worth of one million, but $2,500 in the bank: the trap of wealth locked up in bricks, and how to avoid it.
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When We Budget, Mortgage Payments Are Often Seen as Expenses.
The Smith Manoeuvre: gradually turning your mortgage payments into an investment lever using the equity in your home.
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Reverse Mortgage: Access Your Home’s Value Without Having to Sell
A loan with no monthly payments that lets you remain the owner: how a reverse mortgage works, and who it makes sense for.
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Why consider a testamentary trust
A testamentary trust lets you pass on your wealth with control while optimizing taxes at death.
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Have You Thought About Your Will Recently?
Fewer than half of Canadians have a will. A look at the numbers — and the reasons to bring your estate plan up to date.
