Investor education

You’ve set aside some extra money and want to put it to best use? Here's a few tips

Where to best park your extra money

Diversification can help smooth out returns over the long term

March 04, 2026

Diversifying to reduce risk is a key investment strategy. The reason: not all investments will perform in the same way at the same time.

Marriage Breakdown Can Be Taxing

February 24, 2026

If you haven’t yet, at some point, you’ll likely have to assist one or more clients navigate the financial ramifications of separation or divorce. Understanding the tax implications is a critical aspect of any marital breakdown. 

7 legal documents to have ready at retirement

February 23, 2026

Before you retire, make sure to obtain and organize these important documents.

Why Fixed Income, Why Now: A Strategic Perspective

February 09, 2026

This article explores the current market dynamics, potential risks, and opportunities that make fixed income an attractive consideration for investors seeking to optimize their portfolios in the current environment.

TFSAs, RRSPs, RESPs and non-registered accounts: A comparison

January 27, 2026

There are many different savings account options available today: Tax-Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP), Registered Education Savings Plan (RESP), and non-registered accounts. Deciding which account best suits your needs is an important part of your financial planning process.

Does it pay to stay invested when markets fall?

January 23, 2026

The stock market has constant ups and downs, but historically has returned to its previous high with time, even after bear markets. 

Mutual funds series descriptions explained

January 23, 2026

Mutual funds are available for purchase in different “series” or “classes” which are designed to provide different costs and features for investors and/or different compensation arrangements for the advisors that sell the fund.

Comparison of tax-advantaged savings accounts: TFSA, RRSP and FHSA

January 15, 2026

How do you choose the most tax-efficient savings account for you? This article compares these three investment plans to help you make the right choice.

TFSA (Tax-Free Savings Account) - A simple way to save

January 07, 2026

If you don’t have a Tax-Free Savings Account (TFSA), you may be missing one of the most important personal savings vehicles for Canadians.

Resources

Does it pay to stay invested when markets falls?

The stock market has constant ups and downs, but historically has returned to its previous high with time, even after bear markets. 

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