Resources

Couple setting up their living room

Considering living together?

Moving in together? Don’t skip the money talk. Here's why having a legal cohabitation agreement that protects both partners is a good idea.

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Your money journey

Give your young adult children the tools they need to make informed financial decisions and build a strong foundation for their future.

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Being an executor: What to know

You’ve been asked to be an executor (known as a liquidator in Quebec) for a friend or loved one. Should it be an easy yes?

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Giving back after a financial windfall

Expecting a significant financial event? Planning your charitable giving early can help maximize tax benefits and make a lasting impact.

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Talking to a financial advisor

Alternative Minimum Tax (AMT)

The Alternative Minimum Tax changed in 2024, and more Canadians may be affected. What is it, and how can you plan ahead?

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Gen X: The forgotten generation

Generation X – the forgotten generation. Born between 1965-1980, they’re juggling careers, family and aging parents. Learn what they need from their financial advisor now as they plan retirement.

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Couple reviewing their finances online

Navigate ‘the money talk’ with your partner

Money is one of the hardest topics for couples to discuss. That’s because when you bring a partner into the picture, you’re not just combining finances, you’re also merging money beliefs and habits.

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Woman thinking about investing

Why young women should invest early

If you’re a young woman just starting to think about your financial future, the thought of investing may seem a bit daunting. The earlier you start, the more you can grow your wealth.

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