There's no definitive approach to helping your children financially. Here are some ways you can support your children and help them learn valuable life skills about money.

Giving a cash gift now to your grandchild brings the satisfaction of seeing your gift make a difference. It can also bring financial benefits. Here’s what you need to know.

When your children enter their teens, life changes in many ways — including your financial life. Here’s a look at some of the major financial planning themes that arise as you navigate their teenage years.

This Assante advisor and his branch raised enough funds at their annual Charity Golf Classic to fulfill the wishes of four children facing life-threatening medical conditions.

Fraud is one of the most widespread crimes against seniors in Canada. Here’s a look at some of today’s most popular scams, which have cost seniors anywhere from hundreds to thousands of dollars apiece.

When your goals or life situation changes, your portfolio may need to change too. Here are three illustrations of how we might adjust your portfolio as your life changes.

If you have set up and contributed to an RESP for one or more of your children or grandchildren, you’ve done some valuable planning for their future education. But your planning could unravel if you do not also address what is to happen with the RESP when you die.

Investor personality – essentially, your tolerance to risk – is critical in determining your asset allocation when establishing your portfolio. Here are three examples of how investor personality affects investment management decisions.

According to the “latte factor” theory, you give up your daily fancy coffee or similar indulgence and invest the money you would’ve spent. Over time, your small sacrifice becomes a small fortune. But does it work in practice?

This quarter, our wealth planning focus was on the importance of incorporating a legacy into your overall plan. We also heard from Robert Swanson, Principal & Chief Market Strategist of Cambridge Global Asset Management on the International Equity Growth Pool.