Did you know that individuals who work with a financial advisor have a net worth 4.2 times higher than those who go it alone? Read more.
Did you know your OAS pension payments could be subject to a recovery tax? Here's what Canada's retirees need to know about the OAS Clawback, plus 4 strategies to help avoid it.
[Manulife Investment Management] Finance Minister Chrystia Freeland tabled the 2021 Federal Budget on April 19, 2021. What follows is a summary of budget measures that may be of interest to investment and insurance advisors, and implications for planning using insurance and investments. Read More...
With Spring on the way, April brings us another reason to celebrate - it's Financial Literacy Month! Test your own financial knowledge by reviewing these 5 must-know money basics.
While you may feel as though you can do it all yourself, if you want to boost your portfolio, then it might be time to finally hire a financial advisor. Here are 7 reasons to do so.
Are you looking to buy a home or should you continue renting? This can be a difficult decision, so if you're trying to decide what to do in 2021, find out why the housing market could be favourable this year.
Tax season is underway, and Canadians may be facing some unfamiliar terrain. Job losses, side gigs, and working from home were just some of the by-products of 2020.
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.