Planning & Advice

Financial literacy is the key to financial freedom. Having access to the right advice can help you achieve your goals whether it’s saving for your child’s education, buying a home or planning for retirement.

Find the information you need to achieve your goals here.

Taming Debt

According to a study by credit reporting agency TransUnion $21,696, is the debt load the average Canadian consumer shouldered in the first quarter of 2017. What’s more, this amount excludes mortgages.   How can we get out of the red and into the black? By...

Gifts that Teach the Value of Money

Stock in the stocking This year, before you wait in the cold and snow to buy your child the latest must-have toy, consider giving a financial-related gift instead. Gifts that teach the importance of sound money management and investment practices can provide valuable...

Teaching Your Children to Manage Money

Most parents understand raising children means preparing school lunches, driving them to sports practice and helping with homework however, some parents may not realize that one of their most important jobs is teaching their kids the basics of money management.  ...

What’s the Best Card to Use?

Think fast: what’s the most recent financial decision you made? You likely won’t have to think too far back. It’s not the last account you opened, or the school loans you consolidated—it’s something much simpler that’s part of your daily routine. Think back to the...

Planning & Advice