According to Mark Halpern, Canadians are experiencing three major shifts that will impact how much we have to save and the financial planning choices we make.Read More
If you’re a busy professional, tax time can be a stressful time of year. If you’re also retiring or recently retired, self-employed or own a business, a commissioned salesperson, or are going through another significant life change, your taxes may have a new level of complexity that often benefits from professional support.Read More
Canadians’ personal debt levels have never been higher. According to Transunion, a credit reporting agency, the typical Canadian had $21,686 in non-mortgage debt as of November 2016.Read More
Only half of Canadians have a plan to guide their financial decision-making and most of those plans have been put together without the help of a professional financial planner, according to a nationwide survey conducted in 2016 for the Financial Planning Standards Council (FPSC).Read More
You schedule an annual checkup with your doctor, but do you take your finances just as seriously?Read More
Too many Canadians are living on the financial brink, according to a recent nationwide survey conducted for the Financial Planning Standards Council (FPSC).Read More
How can you make the most of your time with your planner and get off to a good start?Read More
Many Canadians don’t even consider retirement planning until later in life for a variety of reasons.Read More
If you’ve just finished school and landed your first real job, you likely have multiple financial commitments and goals. While it might be a priority to start paying down debt and maybe even reward yourself a little for starting your career, now’s also the time to lock down good financial habits that will stick with you for life.Read More
"I have long held the view that financial literacy must be recognized as an essential life skill for all Canadians, and that it must be instilled, alongside numeracy and verbal literacy, as early as possible in life."Read More
Technology has long been transforming how consumers bank and spend their money. Now, the advent of so-called ‘robo-advice’ is impacting people’s financial futures.
In today’s complex world, Canadians more than ever require the guidance and expertise that come with a trusted financial planning professional.Read More
Do you remember ParticipACTION? Sure you do. Hal and Joanne from Body Break? They were a 1970s and ‘80s staple in Canadian schools and public service announcements on TV and radio. I bet your mom even has some of the crests you earned in junior high.Read More
A national survey conducted on behalf of the Financial Planning Standards Council (FPSC) has found that worries about money plague Canadians’ minds on a daily basis.Read More
There are many misconceptions about financial planning. Separate fact from fiction.Read More
Ah, coupledom. Moving in together and getting married are major milestones in life. However, while you and your partner may be the perfect couple, what if your financial styles are a mismatch?
Aging doesn’t eliminate the need to maintain a household, pay bills on time or manage investments properly. But what it often does steal is the ability to handle these tasks effectively.
If you were born between 1980 and 2000, you’re a millennial, and you’re among those who will experience some of the biggest financial surprises of a lifetime.
What better way to beat the winter blahs than a family vacation. Sun, sea, sand or snow – they all offer a respite from the everyday, bringing kids and adults together for fun and frivolity.Read More
It’s RRSP time again. The time when many Canadians wait until the very last moment to make a contribution to reduce the previous year’s taxes.Read More