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Mar 27, 2025

A millennial challenge of juggling financial goals

Statistics Canada reports that millennials in Canada now outnumber baby boomers, and many face a variety of financial needs. Learn about the traps and tips when meeting multiple goals.
Mar 21, 2025

Charitable giving through a donor-advised fund

With a donor-advised fund (DAF), you can give tax-effectively to charities now and through your will.
Mar 20, 2025

How do you react to market highs?

It’s said the two emotions that influence investor behaviour the most are greed and fear. See why both can tempt investors when the stock market is booming.
Feb 10, 2025

Register to donate organs so you can give the gift of life

Organ donation is the biggest gift of all, giving recipients a chance to enjoy a better quality of life.
Jan 22, 2025

How to give directly to charities inside or outside your will

You can leave a legacy to charities directly by donating cash, securities or specific assets, making beneficiary designations, or transferring ownership of permanent life insurance policies.
Jan 13, 2025

The surprising variety of RESP-eligible programs

Hundreds of institutions beyond universities and colleges offer programs eligible for Registered Education Savings Plan (RESP) funding. Check out some of the career choices, from paralegal to pilot.
Jan 6, 2025

Wealth planning for empty nesters

When you’re asked what it’s like to be an empty nester, finances may not be the first thing that comes to mind—but wealth planning can change once children leave home. Find out how.
Dec 30, 2024

Saving tax all year

At tax time, you look for credits and deductions, but tax-saving opportunities are available throughout the year. We’ve got seven strategies you may be able to use now or in the future.
Dec 23, 2024

Why drawing retirement income is personal

Do you know the time-tested formula we can all follow when receiving retirement income? There isn’t one. Learn why each retiree needs a customized income strategy.