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A young woman waves goodbye

MoneyFlex

It’s probably time you switched banks—4 easy steps for Canadians

Many Canadians rarely, if ever, switch banks. Here’s why it might be time to re-evaluate your banking needs, and...

It’s probably time you switched banks—4 easy steps for Canadians
Canadian investor reviewing his Questrade accounts

Investing

Questrade Review 2024: A look at what matters to Canadian investors

An online brokerage for hands-on investors, a robo-advisor for done-for-you investing, mortgages—and low fees all around. Questrade is popular...

Questrade Review 2024: A look at what matters to Canadian investors
A woman does the splits outside

Ask a Planner

4 strategies for income splitting with a lower-income spouse

If one spouse does not work, is it beneficial for the other to invest and buy stocks in their...

4 strategies for income splitting with a lower-income spouse
A woman in her 50s/60s talking to her husband about how to manage his DC plan

Ask a Planner

DC plans once you retire: What do you do with them?

When coming up to retirement, should your investments move with you. Find out the options for soon-to-be retirees. ...

DC plans once you retire: What do you do with them?

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Two men looking at the stock market performance

Investing

Making sense of the markets this week: June 25, 2023

Is it a bear trap, or a new bull market? Stocks often don’t make much from these valuations, and...

Making sense of the markets this week: June 25, 2023
Two women in their 70s, happy with their decision about annuities.

Retired Money

Should retirees in their early 70s partly annuitize?

Interest rates have soared in the past year—but annuity payouts, not so much. Find out what makes sense when...

Should retirees in their early 70s partly annuitize?
A Canadian family in the kitchen talking about wills and estate planning.

Estate Planning

How important are wills and estate planning for Canadians?

Learn from an estate administrator exactly what Canadian families should do right now to avoid headaches later.

How important are wills and estate planning for Canadians?
two women smiling as they discuss

A Rich Life

What is the PERMA model? Can it help Canadians to spend better?

Frustrated with saving and the idea that you’re not able to treat yourself? It might be time to look...

What is the PERMA model? Can it help Canadians to spend better?

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An oil pump as we discuss oil barrel prices

Investing

Making sense of the markets this week: June 18, 2023

This week, U.S. inflation cools, cruise lines and big tech stocks shine, and oil investors may be in trouble.

Making sense of the markets this week: June 18, 2023

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