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Category | Your Finances

It's a good idea to review your beneficiaries annually

Are Your Designated Beneficiaries Up-to-Date?

When you first open an account, start up an investment or sign an insurance policy, you get to choose who your designated beneficiaries are — in other words, who will inherit your assets. As time passes and life events happen, we often forget that we’ve named a specific person as the beneficiary. Do you recall who you designated […]

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Improving your financial health - spend less, save more

3 Simple Tips to Help You Spend Less and Save More

The key to most financial plans is directing more money into savings, debt repayment and investments. Not surprisingly, this is also the hardest part of turning a financial plan into action. If spending less and saving more was easy — everyone would be in great financial shape. Not to worry though, here are three practical […]

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Have a Safe and Worry-Free Holiday Season

Tips for a Safe Holiday Season

The holidays are a wonderful time to spend with family and friends. Many people choose to decorate their homes, fill their homes with baked goodies, and exchange gifts. Some of these activities can expose you to additional hazards unique to the holiday season. To keep your home safe and worry-free for the holidays, ensure you […]

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SRI Investment Performance

Investors Satisfied with Socially Responsible Investment Performance

A national survey conducted by Ipsos Reid yielded some interesting results regarding Canadians investing in Socially Responsible Investment (SRI) products. It reveals that the vast majority of people who have chosen SRI products are satisfied with their investments. The survey also shows that 54 percent of investors who discuss SRI investments with their advisor bring […]

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3 steps to plan for your financial well-being

3 Steps to Plan for Your Financial Well-Being

Whether your focus is on paying off your debt or saving for your future, planning is the key to improving your financial well-being. And because everyone is unique, it is important to build a customized plan based on your specific goals. Each step along life’s path brings meaningful change for you and your family. Finding […]

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Don’t Stress your Debt

Tips to Help You Manage Debt Stress

In 2011, Canadian household debt was 2.5 times higher than it was in 1989. This has many Canadians worried about the impact this is having on them now, or will have on them when interest rates go up. Here are some warning signs to watch for. Are you: feeling stressed or worried about your debt […]

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TFSA

TFSA Basics

A Tax-Free Savings Account (TFSA) is a great tool for saving, whether you’re saving for a rainy day, home repairs, or retirement. Because you can withdraw the money tax-free whenever you need it, TFSAs are also a good choice for an emergency savings fund. If you do withdraw money from your TFSA, you won’t lose […]

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