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Are you a ‘non-profile’ client? The changing face of investment management
by Scott Ronalds Millionaire. It’s a label that evokes images of financial security and well-being. Popular culture loves it and is rife with references, from Who Wants to be a Millionaire? to Million...
View ArticleChoosing the right executor: Expert tips from Margaret O'Sullivan
Thinking about who should be the executor of your will? Choosing the wrong person(s) can lead to complications for your loved ones and your estate. In Part II of our conversation with esteemed estate...
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Top client concerns: Talking shop with financial planner Brett Martinson
In this Coffee Break, we chat with Brett Martinson, a seasoned financial planner with Parallel Wealth, about some of the pressing financial concerns of Canadians in 2024. From political and market...
View ArticleCPP enhancements explained
Are you confused about the recent Canada Pension Plan (CPP) enhancements? In this Coffee Break, advice-only financial planner Jason Yee breaks down the changes and their impact on your retirement...
View ArticleCharitable giving: How to make an impact
Charitable giving offers many benefits beyond just tax credits. It can enhance your happiness and help support causes that matter to you. In this Coffee Break, we chat with Aneil Gokhale, Director of...
View ArticleCharitable giving part II: Philanthropy strategies for Canadians
Unlock the power of charitable giving with effective donation strategies that maximize tax benefits while making a meaningful impact. In Part II of our discussion with Aneil Gokhale, Director of...
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Important TFSA, RRSP, and FHSA numbers for 2025
by Scott Ronalds As we step into a new year, it’s timely to highlight a few important financial numbers for 2025. TFSA contribution limit: The maximum contribution limit for Tax-Free Savings Accounts...
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Investing vs. gambling: The rise of options trading
by Tom Bradley There are many who liken investing in stocks to going to the casino. I vehemently disagree (growing wealth by owning a diversified portfolio of companies is hardly gambling), but the...
View ArticleEstate planning: The importance of a legacy binder
A legacy or estate planning binder is an essential tool for executors. In this Coffee Break, estate lawyer Lucy Main explores the concept of a 'death binder', detailing the essential documents to...
View ArticleCPP, OAS, and other key retirement numbers to know for 2025
Earlier this year, we highlighted the important TFSA, RRSP, and FHSA numbers for 2025 that investors should be aware of. In this Coffee Break, we dig deeper into the numbers with Certified Financial...
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Rewirement: Planning for purpose and happiness in retirement
Retirement isn’t an ending; it’s a transition into a new phase of life filled with purpose, joy, and new opportunities. In this Coffee Break, we’re joined by Don Ezra, a former pension consultant and...
View ArticleHow to check your estimated CPP benefits
Wondering how to check your Canada Pension Plan (CPP) benefits online? In this video, we walk you through the My Service Canada portal step-by-step. We show you how to log in, review your CPP...
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Top 3 tips for building wealth with Morningstar’s Ian Tam
We’re thrilled to have Ian Tam, an Investment Specialist at Morningstar Canada and a CFA charterholder, join us in our latest Coffee Break video. In this insightful discussion, Ian shares his top tips...
View ArticleContributing to CPP after 65: Everything you need to know
Are you 65 or older and still working? You may be wondering whether contributing to the Canada Pension Plan is worth it. In this video, CPP expert Jason Yee explains everything you need to know about...
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Tariff Troubles
by Tom Bradley The market response to President Trump’s 'Liberation Day' was decisive. Economic growth forecasts were slashed, earnings estimates reduced, and stock prices dropped sharply. After...
View ArticleJoint accounts with adult children: Smart estate planning or big mistake?
Should you add your adult child to your bank account or property title? It might seem like a simple solution to help with estate planning, but joint ownership can introduce legal risks and tax...
View ArticleCPP planning: How to get an accurate retirement estimate
Is your CPP estimate on My Service Canada accurate? It might not be — especially if you’re still years away from retirement. In this follow-up to our popular My Service Canada video, we chat with Brett...
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As the circus in Washington plays on, take comfort in diversification
by Scott Ronalds To state the obvious, these are unsettling times. Our relationship with our closest friend and ally is on the rocks. The White House’s tariffs, policy flip-flops, and strong rhetoric...
View ArticleNavigating intergenerational wealth planning with Julia Chung
With over $1 trillion in wealth expected to change hands in the coming years, many families lack a clear plan and haven’t had the necessary conversations to ensure a smooth transfer. In this Coffee...
View ArticleRetirement account conversions explained: RRIFs, LIFs, & more
In this Coffee Break, we explore what happens to your retirement accounts (RRSPs, LIRAs) once you stop working. Certified Financial Planner Steve Bridge joins us to explain how accounts are converted...
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