Lower-risk mutual fund portfolio and Responsible Investments

Jan 25, 2021

Learn about this lower-risk mutual fund portfolio, an alternative to GICs. They offer higher return potential, and invest responsibly so you can feel good about your investments....

How to save money in your 40s

Dec 31, 2020

Check out 6 tips for saving money in your 40s. This is often a complicated time for your finances - so here’s some simple advice for saving, investing, and managing your money....

The 3 rules of your retirement plan

Dec 18, 2020

Paul Shelestowsky, Senior Wealth Advisor, breaks creating and revisiting your retirement plan down into 3 simple steps....

4 tips for working after retirement

Dec 17, 2020

Thinking about working in retirement? Check out these 4 tips from an advisor - covering RRIFs, OAS payments, wellness benefits and more....

Looking for an alternative to your GIC?

Dec 10, 2020

With interest rates at their lowest in years, you may want to consider an investment that could offer higher potential returns, stability, and a focus on keeping risk to a minimum. A lower-risk mutual fund portfolio could be what you’re looking for....

Women and wealth: what you need to know

Dec 07, 2020

Women control $1.2 trillion in wealth - so why do so many lack confidence when it comes to money? Dilys D’Cruz, Vice President of Wealth at Meridian, has some great financial advice for women. ...

Saving at every stage of life

Dec 03, 2020

What do you need know about saving in your 20s? What about after that? We break it down - from savings tips for millennials to key strategies at retirement age....

Market pullback? This is the time when financial planning really matters

Oct 26, 2020

A market pullback may have investors getting nervous, but looking at it from a financial planning perspective can help give it better context. ...

Ask an Advisor - What are some other safe short term investing options right now?

Sep 03, 2020

This week’s Q&A video David Semerak discusses TWO very important savings products: Raise the Rate GIC and the 1-year Cashable GIC. These products will help you invest safety for the short term. Over to you David!...

Betty & Dan: A COVID-19 story

Jun 21, 2020

Betty and Dan Fyshe have had their own challenges and blessings throughout the COVID-19 crisis....

Ask an Advisor - What are some good ways to invest in your twenties?

May 19, 2020

This week’s Q&A session is with Jordan Damiani, Senior Wealth Advisor - Niagara. In this session Jordan discusses savings tips for people in their twenties, TFSA contributions and Mutual Funds. Over to you Jordan!...

6 tips if you’ve lost your job due to COVID-19

May 07, 2020

If you’ve lost your job or part of your income as a result of COVID-19, here are 6 tips to help you manage your finances during this challenging time....