2024

Raising generous children

Teaching your kids about generosity is more important than ever. Here are some practical tips to encourage generosity and make giving a family affair:

Read now

2024 year-end tax planning checklist

Make some key tax-planning and time sensitive steps before the end of the year and early in the new year to make a positive impact on your overall finances.

Read now

Proposed changes to capital gains inclusion rate

Since being announced in the 2024 federal budget, the increase to the capital gains inclusion rate effective after June 25, 2024 has attracted public attention. Draft legislation for the proposal was finally released on June 10, 2024.

Read now

How to manage a financial windfall

A financial windfall can be a life-changing event, whether it’s a lottery win, a bonus, an inheritance, a life insurance payout, or the sale of a property or a business. Here are some tips to help you make the most of it.

Read now

Federal budget 2024

Budget 2024 includes spending intended to make housing more affordable, to make life cost less, and to drive economic growth and productivity.

Read now

Financial tips for new parents

Whether it’s through birth, adoption or surrogacy, deciding to have a child is one of the biggest life decisions you’ll ever make. Prepare your finances with our checklist.

Read now

How to rebound after job loss

We’ve got tips to help you bridge the gap – emotionally and financially – while you reset your career.

Read now

Money tips for young adults

Building a solid financial foundation might seem a bit overwhelming, but it’s all about having good habits to help you take control of your finances and set yourself up for a bright future.

Read now

The Critical 10

Making smart investment choices is especially crucial during the 5 years before and after your retirement: the Critical 10 period.

Read now

How to build a more inclusive business

Pride Month is a good opportunity to reflect on how businesses can be more inclusive for the 2SLGBTQIA+ community. Fostering inclusivity isn’t just a moral imperative, it’s also a smart business strategy.

Read now

Helping your child buy a house

More and more parents are giving their kids financial gifts for a down payment in Canada’s expensive housing market. Should you?

Read now

Is your will up to date?

Is your will up to date? Not only do many people not review their wills regularly, less than half of Canadians even have one.

Read now

Women supporting women

‘Inspire Inclusion’ reminds us that when women support other women, they create a collective power that helps overcome barriers and drive inclusion.

Read now

New trust reporting rules

Starting January 1, 2024, most Canadian resident trusts must now file annually with the Canada Revenue Agency.

Read now