Education savings that work: What every Canadian family should know about RESPs 

One of the most effective ways to prepare for a child’s future is through the Registered Education Savings Plan (RESP) – a uniquely powerful tool for education savings that combines tax advantages with government support....

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Planning with purpose: How to ensure your wealth reflects what you believe

Legacy involves more than financial security. It’s about using wealth to reflect values, support community, and shape the future. Whether you're new to charitable giving or looking to refine your approach, here are five thoughtful questions....

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Critical illness vs. disability insurance: Which one do you need?

You work hard to support your family, build your future, and live the life you’ve planned. But what would happen if your health took a turn – unexpectedly? This is where critical illness insurance and disability insurance come in....

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Smart strategies for tax-efficient retirement income

Planning for retirement isn't just about saving money – it's also about withdrawing your savings wisely. Making smart choices about when and how to take money from your accounts can help you pay less tax and make your savings last longer....

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Key person insurance: What it is and why your business might need it

What would happen if a key person in your business suddenly couldn’t come to work due to illness, injury, or even an unexpected passing....

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How insurance fits into the life of an incorporated professional

For incorporated professionals, insurance isn’t just about protection – it's about strategy. With the right structure, insurance can go beyond providing for your loved ones....

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5 signs your family might be under-insured (and how to fix it)

Being under-insured doesn’t always mean having no insurance. It often means having the wrong kind of insurance, or not enough of the right kind. And if that sounds familiar, you’re not alone....

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Interest rates: What they are and what they mean for your wallet

Seemingly small percentages can have a big impact on your financial well-being. Learn more about interest rates and how they can impact your wallet....

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How to navigate retirement with a mortgage

As we live longer and work into our later years, the reality of managing a home loan after retirement is becoming more common. But there are strategies that can help you handle a mortgage in your golden years, so you can enjoy retirement with confide...

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Navigating the sandwich generation: Balancing family, finances, and your future

Feeling squeezed between the demands of raising your children and caring for your aging parents? Welcome to the sandwich generation, where balancing family responsibilities and financial obligations can leave you feeling stretched thinner than......

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