There are many scenarios where you may need to contact a TCP.
Learn the basics of estate planning so you can protect your legacy and loved ones.
Find out why estate planning is important at every age and when you need to review your plan.
Let’s look at what a TCP is, and how they can help protect your accounts.
Choose the right person to make financial decisions for you through a power of attorney.
Make sure you know what's involved when someone asks you to be an executor.
Avoid these common wealth transfer pitfalls with appropriate planning.
Follow these tips on choosing a guardian to make sure you have a say in your child's future.
Get a "bigger bang" from your RRSP contribution with an RRSP loan. See the cost-benefit analysis.
Learn how interest, dividends and capital gains are taxed in a non-registered (taxable) account.
Compare TFSAs to RRSPs to decide where to put your contribution this year.
Understand how investments are taxed, including mutual funds, segregated funds, stocks and bonds.
Learn eight strategies to lower your tax bill.
We have tips for Canadians to keep in mind for 2020 tax planning because of economic problems caused by the COVID-19 pandemic.
Get tips on finding the right financial advisor to help you meet your life goals.
Protect yourself from telephone scams and fraud associated with credit cards, cheques and mail.
Learn about the fees mutual funds charge and the value you get for what you pay.
Learn how to recognize scams and protect your financial assets.
Find out how scammers are targeting the vulnerable during the coronavirus pandemic.
Understand the risks of "low-risk" and "high-risk" investments, and learn three strategies to manage risk.
Protect yourself from online financial fraud and learn what to do if you suspect you've been scammed.
Follow these six tips to help keep your money safe from fraud.
Ask these questions about your advisor, your assets and yourself to become a more engaged investor.
Learn how asset allocation works, and why it can help to reduce risk and improve returns over the long term.
Compare software-driven robo-advice to the services, analysis and value a human advisor can provide.
Learn basic, tried and true strategies that will help you invest successfully.
Here's what exchange-traded funds (ETFs) can add to your portfolio, whether they're passive or add a dash of active management.
When markets are volatile, take control with these three strategies.
Five tips to keep in mind as you plan the financial year ahead.
Author Jackie Porter explains what women investors are looking for.