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Retirement

U.S. dollar bill on a toilet paper roll to symbolize the effects of inflation

Investing

Making sense of the markets this week: July 2, 2023

What’s up with inflation? Playing defence after the Russian near-coup, emerging markets set to emerge, Nike earnings and more.

Making sense of the markets this week: July 2, 2023
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?
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

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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?
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
Two men in hard hats and safety vests stand in front of a solar panel array

Investing

Should Canadian investors buy utilities stocks?

Should Canadian investors buy utilities stocks?

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Ask a Planner

Are your deposits at Canadian financial institutions safe?

The failure of Silicon Valley Bank has highlighted risks in the U.S. banking system. Should Canadians with large deposits...

Are your deposits at Canadian financial institutions safe?

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