The Blog
Plain-language articles on retirement, insurance, investing, and estate planning — written for real Ontario families.
Being named executor is an honour — and a significant responsibility. Most people have no idea what's involved until they're in the middle of it. This guide gives you a clear-eyed picture of what to expect.
Read moreGraduating is just the beginning. Here's how to build a strong financial foundation from day one — so you can focus on the future you've worked hard to reach.
Read moreWhen should you start OAS? How do you avoid clawbacks? We've put together practical tips to help you strategically maximize your Old Age Security benefits and lifetime income.
Read moreThree registered accounts, three different tax treatments, one goal: a retirement you can count on. Here's how to use each one strategically.
Read moreSettling an estate can be emotionally and financially overwhelming for the people you leave behind. Here's how thoughtful planning now can spare your loved ones unnecessary stress later.
Read moreThe 2024 Fidelity Retirement Report highlights a clear message: people who work with a financial planner feel significantly more confident about their future. Here's what it means for you.
Read moreLife insurance isn't a set-it-and-forget-it policy — it evolves with you. Discover the three phases of life insurance: Creation, Preservation, and Maximization.
Read moreFinding the perfect gifts and keeping your budget in check can be tricky. Here are 5 gift ideas to help you keep your gift budget on track
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