Recent Articles

The 50-30-20 Rule

“At this point last January, I was determined to change my relationship with money forever,” says Daniel. This is a New Year’s resolution he shared with 69% of Canadians last year1. However, unlike most others, Daniel has …

If you’re in your 50s, and thinking about your financial future makes you anxious, you’re not alone. 70% of Canadians are worried they won’t have enough money to retire1. While you can’t go back in time to …

Which Type of Investor Are You?

Many investors are very focused on annual returns and others worry about losing money if the economy goes into a recession. The reality is that how to approach or react to different scenarios really depends on what …

Now may be the perfect time to teach your children about financial independence. There are plenty of real-life examples in the media of how not to manage your finances. To really teach children money management skills, they …

Gifts That Keep On Giving

It’s that time of year when wish lists for gifts are circulating. Before purchasing that iPad, game system, e-bike or leather jacket, consider a gift that will keep giving well into the future.   After years of …

Healthy, Wealthy and Wise

According to the Financial Consumer Agency of Canada1, good health is determined by mental, physical, and financial wellness. In other words: mind, body, and money. Physical and mental health makes sense, but what is financial wellness?   …