Retirement Planning

Getting Financial Advice in Retirement

Posted 15 Sep 2014 courtesy of Fidelity Investments

Financial planning needs vary throughout your lifetime, and the kinds of service you will require during your retirement...

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Investments

Investment Asset Classes

Posted 11 Sep 2014 by Patricia Bell, PFP

When a new client and I decide to do business together, I like to have a...

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Estate Planning

New Parenthood & Your Finances

Posted 09 Sep 2014 by Rick Irwin

The birth of your baby is the ideal time to review your insurance policies, your Will and Power...

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Insurance

Critical Illness Insurance

Posted 04 Sep 2014 courtesy of Dynamic Mutual Funds

Here are some very scary statistics: According to the Canadian Cancer Society, 3,200 Canadians are diagnosed with cancer...

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Education Savings

Lifelong Learning Plan

Posted 29 Aug 2014 by Natalie LeBlanc

The Lifelong Learning Plan (LLP) is a program from the Canada Revenue Agency (CRA) that allows a registered...

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Retirement Planning

The Transition to Retirement

Posted 26 Aug 2014 by Rick Irwin

For those about to leave the work force after many years of hard work and toil,...

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Education Savings

Scholarship (Group) RESPs

Posted 21 Aug 2014 by Natalie LeBlanc

At this time of year, as recent high school graduates make their plans for decorating their dorm room,...

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Insurance

Mortgage (Creditor) Insurance

Posted 19 Aug 2014 by Melissa Allan

If you have a mortgage on your house then you may have mortgage insurance (or "creditor insurance") with...

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Estate Planning

Choosing a Guardian

Posted 18 Aug 2014 courtesy of Invesco

Writing out what is important to you in child rearing can help you better determine who would make...

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