The Busy Years

Many of us set annual goals or resolutions for a new year, with the intention of improving health. Your physical health is important, but don't forget your financial health as well. Click here for a list of 10 to-do items that may help you improve your financial well-being.

The First Home Savings Account (FHSA) is a new registered account to help individuals save up to $40,000 on a tax-free basis, to purchase their first home. It combines the best features of the RRSP and TFSA accounts. Click here to learn more.

The cost of post-secondary schooling is only climbing higher, making the need to save for future education increasingly important. Click here to learn to how to maximize your contributions, and how the government will also contribute to help your savings grow.

In every stage of adult life, individuals are faced with making wealth-planning decisions that present a number of options to consider. Click here to explore 5 key questions to consider in your wealth planning journey.

When was the last time you looked at your will or estate plan? Is it due for a check-up? Most legal professionals recommend reviewing your estate plan every 3 to 5 years, or whenever you experience a major life event. Click here to learn of some examples that may warrant a change or update to your will and estate plan.