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Immigration

Financial Tips for Recent Immigrants to Canada

Canada has strong savings and insurance programs built for people exactly like you. The trick is knowing where to start.

Planning

Estate Planning: How to Ensure Your Assets Are Passed On Smoothly

Most Canadians know they should have a will. Most don't. Here's what's actually at stake and what you need to have in place.

Investment

Diversifying Your Investment Portfolio: Why It Matters and How to Do It

Putting everything in one place feels simpler. It's also the fastest way to get hurt when markets move. Here's a better approach.

Planning

The Role of Financial Advisors: When and How to Seek Professional Help

Knowing when to get help and who to trust makes a bigger difference than most people realize. Here's what to look for.

Planning

Understanding the Significance of a Financial Plan

A budget tells you where your money went. A financial plan tells you where you're going. They're not the same thing.

Insurance

Insurance for Canadians: Beyond Life and Property

Life and home insurance are the ones people think about. The ones that actually protect your income tend to get skipped.

Planning

New Year Financial Resolutions That Actually Stick

Most financial resolutions are forgotten by February. These ones are designed to run on their own once you set them up.

Immigration

Attention New Comers to Canada

Your first two years in Canada are the most financially important. Here's what to prioritize before anything else.

Investment

Are You Confused About RRSP vs. TFSA?

Both accounts are good. Which one is better for you depends on a few numbers that are specific to your situation.

Retirement

Plan Your Destination Retirement with RRSP Savings

Consistent RRSP contributions, refunds put back to work, and a bit of time can turn a modest savings habit into a comfortable retirement.

Insurance

5 Things to Get Right Before Buying Life Insurance

Coverage amount, policy type, insurer ratings, exclusions, beneficiary designations. Get these five things right and you won't have regrets later.

Insurance

Mortgage Insurance: What Protects the Bank vs. What Protects Your Family

Bank mortgage insurance and personal life insurance both cover your home loan, but only one of them actually pays your family. Here's the difference.

Planning

How to Select the Best Financial Advisor for Your Company

Credentials, experience with businesses like yours, compensation structure, and a real plan that integrates your corporate and personal finances. Here's what to look for.