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Category | Your Finances

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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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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Protecting your Legacy

3 Steps to Estate Planning

In its simplest form, estate planning is the structuring of your legal and financial affairs so you can provide for your family after your death. Whether it involves passing along a business to the next generation, leaving a lasting gift to a favorite charity, or something completely different, planning ahead makes it easier for your […]

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Mortgage-Free the Smart Way

Four Things to Think of When Pre-Paying your Mortgage

Managing a mortgage isn’t always straight-forward. Here are four questions we hear from our members along with answers to get you thinking about ways to manage your mortgage. Don’t forget that it’s always important to talk to a mortgage specialist; each person’s financial outlook and goals is different and you always want to make sure that […]

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