A comprehensive guide for anyone contemplating meaningful charitable giving.
Helping your money make money.
Learn about the continuing care options available in Alberta and how to plan for your long-term needs.
Information about locked-in registered retirement savings plans, including how you can use them and what types of funds are transferred into them.
Uncover the subtle differences between RRIFs and RRSPs and identify which may be a better fit for you and your retirement goals.
When you plan your retirement, think about how you will spend your days, what your succession plan will be and what the ideal future looks like for you and your partner.
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
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.
Information about how working from home during the COVID-19 pandemic in 2020 could impact your 2020 personal tax return.
With 2020 soon coming to a close, it’s time to start thinking about year-end tax and investment planning.
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
Important information about contributing to your RRSP or TFSA in 2021.
Having your capital invested across multiple asset classes, countries and sectors will better protect your portfolio from sharp volatility.
Here are the top three things to keep in mind when you’re considering managing your investment account on your own through an online investment platform.
Creating a personalized financial plan will help you stay on the right path to reach your financial and lifestyle goals.
Here are four things to remember to help you beat the uncomfortable feelings and manage your investments (as objectively as possible) during periods of market volatility.
What is speculation in the investment world? What is the difference between speculating and investing?
Should investors react to major market events such as the recent US election when making investment decisions?
Successful investing is driven by planning, discipline and patience. Four key tactics have helped us to weather the storm throughout 2020.
In the first two quarters of 2020, investors witnessed both a sharp decline and a significant recovery. Here are a few important takeaways.
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.
With market volatility high right now, here are a few questions investors may be asking.
Our best investing advice—because no one can perfectly time the markets.
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.
This checklist highlights some important things to keep in mind so you can keep your winter worry-free!
Use this assessment and article to guide you through understanding your lifestyle protection needs.
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.