Consider some last-minute RRSP contributions – just in time for tax season. Why? Because investing in an RRSP is one of the simplest ways to get the most out of your tax return.

For many Canadians, the idea of using a whole life insurance policy as a long-term investment is an alien concept. But in reality, it’s an incredibly efficient way to save and grow your money – and that’s in addition to its primary purpose: ensuring your loved ones are taken care of financially after you’re gone.

Grief around the holidays is a difficult burden to carry. Those in mourning may keep silent about their sadness as they go through familiar routines and traditions. But this time of year can be a reminder of the past, when a missing loved one was present to celebrate with us...

New Canadian or not – everyone needs life insurance. If you’re new to Canada and already have life insurance from your home country, then you understand the value of this sort of protection. Remember, experts recommend that we review our life insurance coverage after a major life event – like a move to another country.

For me, the peace of mind comes from knowing that my wife would be able to take time off work to emotionally recover without having to worry about the financial impact of my passing. I know I would need the same if I lost her...

While most parents try their best to help their teens and twenty-somethings achieve financial independence, many of us forget that we can teach our children financial literacy while they’re still very young. For Financial Literacy Month, why not try one of these ideas with your kids?

For many millennials and Gen Zs in Canada, the term "estate planning" is about as familiar in their everyday lives as Rolodexes and dial-up internet. Lucky for them, digital wills are changing the game and really simplifying what is a necessary process for all ages.

The way we see it, there are three main things to consider if selling your home is your “Plan B” in the event of an unexpected loss: the stress associated with a move, how it might impact your children's mental health, and the cost of home prices these days... 

In this month of October, a time of reflection and thankfulness, let’s see if we can start living life in a different way. Instead of living in fear of death, let’s live because of it. Recognizing that time is not infinite allows us to ask ourselves the important questions...

I had never considered the need for life insurance prior to working in this industry. When it came to the discussion of planning for my funeral, I used to tell my loved ones not to waste their money on an expensive burial, to go the thriftiest route. But I wasn’t seeing the full picture...