Thinking of working once you retire? Keep in mind that this decision may affect your CPP. Here are some financial considerations to keep in mind.
Tax rules for retirees turning 65 or 71
May 13, 2026
These tips are built to help you pass these milestones well and keep your finances healthy.
First Home Savings Account – A new best friend for younger investors
May 08, 2026
This article delves into the details of the First Home Savings Account and how youngers investors can benefit.
The Tax-Free First Home Savings Account – What you need to know
May 07, 2026
There’s a lot to like about the Tax-Free First Home Savings Account (FHSA). We look at its key features and answer some questions.
Do you know what happens to your accounts when you die?
May 06, 2026
Ownership type and account designations (such as, a beneficiary or successor holder) have major implications for what happens to accounts upon death. We break down what you need to know from a succession and income tax perspective.
Diversification can help smooth out returns over the long term
March 04, 2026
Diversifying to reduce risk is a key investment strategy. The reason: not all investments will perform in the same way at the same time.
Marriage Breakdown Can Be Taxing
February 24, 2026
If you haven’t yet, at some point, you’ll likely have to assist one or more clients navigate the financial ramifications of separation or divorce. Understanding the tax implications is a critical aspect of any marital breakdown.
7 legal documents to have ready at retirement
February 23, 2026
Before you retire, make sure to obtain and organize these important documents.
Why Fixed Income, Why Now: A Strategic Perspective
February 09, 2026
This article explores the current market dynamics, potential risks, and opportunities that make fixed income an attractive consideration for investors seeking to optimize their portfolios in the current environment.
Resources
Does it pay to stay invested when markets falls?
The stock market has constant ups and downs, but historically has returned to its previous high with time, even after bear markets.
Products
Our investment solutions are built to solve the real needs of investors. From growth, to income to protection – whatever your goal, there is a solution for you.