June 2023 market update

For the month ending June 30, 2023 ...

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Four free apps to help meet your financial goals

Let’s face it. It can be difficult to stay on top of your personal finances. Here are four free apps to consider to help you set and reach your financial goals...

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Investment planning for couples

Couples generally plan and work together to improve their financial future, but what happens to their accounts if they divorce?...

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May 2023 market update

For the month ending May 31, 2023...

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April 2023 market update

For the month ending April 30, 2023...

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Keep calm and invest wisely

From the lingering economic effects of the pandemic, to the ongoing war in Ukraine among other events, we’ve seen many ups and downs in the market. You might worry how this volatility will impact your financial plans....

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How to prepare financially for a recession

A recession impacts all aspects of the economy, including savings and investments. It can also lead to higher rates of unemployment, which could affect your daily finances. A financial plan can help you through times of uncertainty...

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How to manage the cost of living in Canada

Many Canadians are feeling the effects of rising inflation in the form of more expensive groceries, higher interest rates and rising gas prices...

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Highlights of the 2023 federal budget

How the 2023 budget may affect your financial plans...

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Your money is safe in Canadian banks

Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...

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