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March is fraud prevention month and every year, millions of people in Canada and around the world fall victim to scam artists. Recently, these criminals have been posing as the Canada Revenue Agency (CRA). They say they’re collecting outstanding tax debts, but their goal is to steal banking information and deplete their victims’ accounts. You’ve worked hard for your money. We don’t want you to lose it so we’re sharing this information from the CRA to help protect you against fraud.

GameStop made headlines this week as users on the social media platform Reddit invested heavily in the shorted stock. If you're considering making changes to your portfolio as a result, here's a reminder on diversification.

Should frugality be a cornerstone of your retirement savings plan? Before changing your quality of life today for your future retirement goals, here's what you should consider first.

The Tax-Free Savings Account (TFSA) can be a misunderstood savings tool. Considered by some to be a short-term investment, many of us do not value its long-term savings potential. If you’re in your 20’s, you have time on your side and are well positioned to make (or exceed) a million dollars of tax- free savings by retirement. If you’re getting a late start with investing, don’t worry. Individuals in their 30’s, 40’s and 50’s can still accumulate significant tax-free savings by the time they’re ready to retire.

If 2020 has taught us anything, it's that you should always be prepared for the unexpected. Now that this year is behind us, here are 8 ways that we should treat our money differently and plan for the future.

Financial stress affects everybody - and decreasing the levels of it in your employees is good for the both of you. Consider these 4 initiatives to increase the financial security of your employees in the new year.

While that ideal bottom of the market investment opportunity has passed, we’re still optimistic about the year ahead. There’s reason to believe that the economic environment in Canada, the U.S. and internationally will be much improved from 2020.

You’re not alone. Solutions For Financial Planning, Winter 2020

Out with the old, and in with the new! See if your financial resolutions line up with the top 5 for 2021!

2020 has been a difficult year to say the least, but 2021 is rapidly approaching. Utilize these 7 financial moves to make the coming year less stressful.