Insights

From earning and saving to budgeting and investing, here are some age-specific financial literacy tips for kids, teens and young adults.

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for some families as part of tax planning.

A snapshot of current research and statistics for Canadians and their families.

While there may never be a perfect time to broach the subject, doing it early, honestly and sensitively can help remove a lot of the emotion and maintain family harmony.

Almost half a million Canadian women who lost their jobs during the pandemic hadn’t returned to work as of January.

Consider these strategies to help make family meetings an effective tool in wealth transfer planning.

When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.