- Advice
- Exploring your options
- Traveling abroad on a budget
- Paying back your student loans
- Do you need life insurance if you're single?
- How much life insurance do I need?
- Moving your career to the not-for-profit sector
- Critical illness insurance: protection from the unexpected
- Make the most of your travel savings
- How to manage being laid off
- Helping “insure” your child can afford post-secondary education
- How do you evaluate a job offer?
- 5 ways post-secondary students can boost their finances
- How to manage your finances
- Buying life insurance for the first time?
- How minimalism can help your finances
- Buying or leasing a car: Which makes sense for you?
- How much should I spend on a car?
- The value of key person insurance
- How a group benefits plan can help your employees and your business
- Doing your homework on a new career
- Family and finance
- Five financial steps for new parents
- How life insurance plays a central role in a family’s financial security
- Important lessons to teach your kids about money
- How to prepare your finances for having children
- The why, when and how of RESPs
- What steps to take when making a will
- 5 tips to keep your relationship financially in sync
- Wedding planning? Easy ways to save money
- Financial smarts for your teens headed for post-secondary education
- 3 ways to use your Canada Child Benefit for your child's future
- How to help your parents secure their legacy
- 5 tips for partners who differ on financial priorities
- Early inheritance? The benefits of giving money to your family sooner
- Why sticking to a budget is crucial for wedding planning
- Pre-planning your funeral says, "I love you"
- Growing your money
- Financial security planning for your bucket list
- How to choose a financial security advisor
- How to save more money each month
- Taking emotions out of the investment equation
- Benefits of working with a financial security advisor
- RRSPs and TFSAs: Which is right for me?
- RRSPs and TFSAs: Ways to save on a budget
- RRSPs and TFSAs: Withdrawals
- Socially responsible investing
- Save early and get the benefits of compound growth
- Grow your money with mutual funds and segregated funds
- Five ways to get the most from working with your financial security advisor
- Financial advisor designations: What do they mean for you?
- House and home
- Renting versus buying a house
- What type of mortgage is suitable for me?
- How renovations can help make your house a home
- 5 tips for preparing to sell your house on a budget
- How to decide between individual life insurance and mortgage insurance
- Mortgage terms and rules you should know when buying a home
- Hidden costs to watch out for when buying a house
- What to watch out for when buying a house in the winter
- Life after work
- Building a retirement plan specifically for you
- Retirement questions to ask yourself
- Ways to generate income in retirement
- Transitioning into retirement
- Giving back at every stage of life
- Buying a second home
- Today’s the best day to plan for the future of your business
- How small business owners can plan their retirement
- Managing your money
- A great coach makes all the difference
- Why good saving habits can lead to financial independence
- What you need to do to improve your credit score
- Pay yourself first with a pre-authorized contribution plan
- 3 strategies for comfortable investing
- Sharing financial responsibilities in marriage to help manage expenses
- How to save money during the holidays
- How to build your investment portfolio like a fantasy team
- Free apps to help you improve your health and finances
- 5 steps to dealing with financial FOMO
- Eight ways to experience Canada without breaking your wallet
- How to enjoy your hobbies on a budget
- Low-cost holiday gift ideas that celebrate the spirit of giving
- How to save money in 2019
- Alone on an adventure: Planning a solo trip on a budget
- Your first vehicle - should you buy new or used?
- What a higher interest rate could mean for you
- Financial planning and solutions
- Life Insurance
- Income and asset protection
- Investments
- Retirement Income Plans
- Registered Education Savings Plan (RESP)
- Business insurance
- Health insurance
- Mortgages
- Solutions banking
- Tools & calculators
- Savings calculator
- Retirement savings calculator
- Compound Interest Calculator
- Pay Off Debt Or Invest Calculator
- Early Retirement Withdrawl Calculator
- Who we are
- Careers
- Connect with an advisor
- Working with an advisor
- Calgary
- Toronto
- Vancouver
- Ottawa
- Edmonton
- Winnipeg
- Saskatoon
- Kelowna
- Halifax
- Montreal
- Hamilton
- Mississauga
- Victoria
- Regina
- Kingston
- Oakville
- London
- St. Johns
- St. Catharines
- North Bay
- Burnaby
- Quebec
- Accessibility
- Internet Security Statement
- Legal, Copyright and Trademark Information
- Privacy policy
- Site map
- Social media
- Advisor legal