Ownership type and account designations (such as, a beneficiary or successor holder) have major implications for what happens to accounts upon death. We break down what you need to know from a succession and income tax perspective.
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.
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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