A comprehensive guide for anyone contemplating meaningful charitable giving.
Helping your money make money.
Many Albertans wish to stay in their own home as long as possible. This resource will help you identify planning and prevention considerations for aging in place.
Learn about the continuing care options available in Alberta and how to plan for your long-term needs.
A fulfilling retirement is more than having financial security, it requires a healthy body and mind, having a purpose and maintaining strong social connections.
Uncover the subtle differences between RRIFs and RRSPs and identify which may be a better fit for you and your retirement goals.
Answers to commonly asked questions about Old Age Security (OAS), the government of Canada’s largest pension program.
Understanding the benefits of the Canada Pension Plan (CPP), how contributions work, what you need to know about the CPP retirement pension, and recent enhancements to the CPP.
As school starts this fall, here is a list of financial considerations, including your budget and education savings plan.
Learn about RESPs: how much you can contribute, what government grants provide, and what happens if your child doesn'tt attend a post secondary institution.
There are 3 basic documents needed to set up an RESP. Learn what they are so you can be prepared and make the process quick and easy.
In order to withdraw funds from your RESP you'll need to complete some steps for validation. Read through as we uncover what these steps entail.
Take advantage of the government grant that matches up to 20% on your contributions to an RESP and learn about carry-forward room for missed contributions.
Creating a will and estate plan protects you, your estate and your loved ones, while you are living as well as upon your death.
Being prepared with a proper estate plan that includes distribution of assets and your care wishes is important for all ages and stages of life.
When naming a guardian for your child in your will, you will need to consider their values, financial situation, location and age.
Steps to take to develop your estate plan, including assessing your current financial situation, setting goals and engaging with the right experts.
It's not always easy to discuss, but here are four guidelines for having a conversation about wealth transfer with your children.
Learn how to structure your giving to best benefit you and the cause you want to support to create a lasting legacy.
Tax and Protection
Understand the methods available to pass the value of your RRSP or RRIF account to your partner and what to do in the event of a relationship breakdown.
2021 federal budget announcements including pandemic supports, tax highlights, increases to OAS for those age 75 or older and a Canada-wide child care system.
If you received benefits related to COVID-19, you should be aware of the tax implications and requirements for reporting when completing your tax filings.
Alberta residents should expect a tax increase for eligible dividends in 2021. Here are the details.
An overview of how to calculate your personal tax rate, including basic tax concepts and how the amount of tax you pay is determined.
How you can use a prescribed rate loan for transferring income from a higher income-earning family member to a lower income-earning family member, such as a spouse.
Investing and Saving
Robo-advisors like to equate fee savings to better investment performance, but it’s only one of the factors that lead to investor success.
How human nature and behavioral biases contributed to the rise and fall of GameStop and how to prevent getting caught up in the next bubble.
Having your capital invested across multiple asset classes, countries and sectors will better protect your portfolio from sharp volatility.
What is foreign exchange rate risk and how does it impact portfolio returns? Learn how hedging and portfolio diversification can mitigate currency risk.
What is speculation in the investment world? What is the difference between speculating and investing?
Important information about contributing to your RRSP or TFSA in 2021.
Potential reopening of the economy this year could open the floodgates for consumer spending. What will that mean for things like inflation & interest rates?
While it is difficult to forecast exactly what the future may look like, we can get some direction by looking at the economy following the Flu of 1918.
What is blockchain, cryptocurrencies, how to buy them and what are the risks with investing in Bitcoin versus gold.
Successful investing is driven by planning, discipline and patience. Four key tactics have helped us to weather the storm throughout 2020.
A review of what's happening in the energy sector and why the stock markets seem to be shrugging off those unsettling headlines and continuing to drive gains.
Our best investing advice—because no one can perfectly time the markets.
As we move toward a post-pandemic world, it’s more important than ever to make smart financial decisions and be intentional with your spending and saving.
When gifting to adult children, there are important questions to ask yourself and financial considerations to review.
Here are a few things you need to consider when making a decision about buying a vacation property.
When getting a divorce, here are steps you can take to stay on track with managing your money and assets and ensure you are reaching with your financial goals.
Make your money work for you now and in the future by finding a focus, planning for all stages in life and continuing to reassess your wealth plan.
It doesn't matter how much money you make, with a little knowledge and practical tools, anyone can have a healthy relationship with money.
Use this assessment and article to guide you through understanding your lifestyle protection needs.
Understanding disability insurance, including applying for disability insurance and compensation timing.
Applying for life insurance is an important step in preparing for the future, but it can feel overwhelming. Here's what to expect.
Your specific life needs will help determine the right life insurance for you. Here we help you understand term, whole life and universal life insurance options.
Dispelling common myths about life insurance to help you decide what insurance is best for you.