Estate Planning

A senior woman checks her mortgage insurance policy on a tablet

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Do you need mortgage life insurance?

Mortgage protection can be a good idea, if for instance you have a condition or illness that might make...

Do you need mortgage life insurance?
Daughter writes in asking about how to avoid probate in Canada for her mother's estate

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How to avoid probate fees in Canada  

Avoiding probate fees in Canada involves implementing strategies such as using beneficiary designations, joint ownership, and establishing trusts to...

How to avoid probate fees in Canada  
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?
Senior couple using a digital device in a living room
Financial planning in your 70s

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A middle-aged woman, holding a mug, gazes out the window

Financial Planning

Women and money: Taking control of your personal finances

Stats show that many high-performing women leave money decisions to their partners—why is that?

Women and money: Taking control of your personal finances
A smiling senior-age man at a dinner table with his adult son and daughter

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What happens to my RRIF when I die?

Here’s how to leave assets in your RRIF account to your spouse, common-law partner, children, grandkids or other beneficiaries—and...

What happens to my RRIF when I die?
Two parents, two grandparents and two kids in a circle smile down at the camera

Financial Planning

How financial and estate planning can reduce money stress for women

Have you talked to your partner and parents about making a will and other end-of-life decisions?

How financial and estate planning can reduce money stress for women
An older man in a winter coat stands in a wooded area and looks worried

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What happens to your debt when you die

What happens to your debt when you die

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A young couple meet with a financial planner in his office

Financial Planning

What type of financial advisor do you need?

If you’re looking for a financial advisor or planner, learning about their credentials can help you choose the right...

What type of financial advisor do you need?

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