Build Your Wealth

March 15, 2023

Financially Ready for School: 10 Practical Tips

Learn how to financially and mentally prepare for your return to school with these 10 practical steps. Start saving, research financial aid, and set realistic goals to make the most of this exciting journey!

Generative AI : Take the Boring Out of Writing a Bio !

We've just launched a new tool transforming the tedious process of writing a bio into a fun, exciting experience.

February 22, 2023

Navigating the Benefits and Considerations of Life Insurance

Life insurance is an important investment. Understanding its various aspects is essential to making well-informed decisions and ensuring that you get the insurance you need.

Financial Technology

February 15, 2023

The 8 Most Important Features of a Client Portal

Financial professionals understand the importance of providing their clients with a secure, efficient, and transparent experience, and a client portal can help them do just that!

February 7, 2023

5 Questions Answered to Ace Tax Season

Welcome to tax season! It’s the time of year when you can get the most out of your return. And if you’re feeling overwhelmed, don’t worry - there are experts who can help you breeze through it with ease!

February 8, 2023

Why You Need to Hire a Mortgage Broker When Buying a Home

If you're looking to buy a home, consulting a mortgage broker is a great way to ensure you get the best mortgage for your situation.

February 7, 2023

Money Habits : 10 Things Rich People Do

From learning the money habits of the world's wealthiest individuals to forming your own, this article will help you understand what it takes to become financially successful.

Investment

February 3, 2023

20 Top-Performing Stocks for Long-Term Investors in Mutual Funds

This article introduces 20 of the most popular stocks that are currently present in growth mutual fund portfolios.

February 1, 2023

The 10 Greatest Books on Personal Finance

We’ve been asked, and here it finally is. Our top 10 of the most important books to read when working toward financial freedom.

Small Business

January 31, 2023

10 Essential Questions to Ask a CPA When Interviewing

Interviewing a CPA and you don't know what to ask? Here's a list of 10 important questions to get you going.

Small Business

January 30, 2023

10 Criteria for Choosing the Right CPA to Grow Your Small Business

Secure the future of your business by finding the right CPA.

January 24, 2023

Budgeting for a New Baby: A Guide for Canadian Parents

Having a baby is a time for joy and celebration, but it also requires special financial preparation. Here are 10 key financial considerations for new parents.

January 25, 2023

Financially Fit at 30

Five essential financial moves to make before you turn the Big 3-0!

January 26, 2023

Minimalism as a Way to Gain Financial Freedom

Minimalist living during a recession and 8 key benefits.

January 20, 2023

Maximizing Your Savings with CELIAPP for Homeownership

What is this famous new savings account everyone is talking about?

January 10, 2023

The Magic Wand and the Credit Card Dilemma

A Harry Potter Story on Financial Responsibility

January 12, 2023

Secure your Financial Future: 18 Life Milestones

From setting up your first bank account to retiring, this article will outline the top 18 financial life milestones and the potential pitfalls associated with each.

December 30, 2022

5 Reasons Debt-Free Living Improves Happiness

Can getting out of debt and living debt-free improve more than just your financial outlook?

December 30, 2022

10 Tips for a Stress-Free Retirement

Planning for retirement is key to living a worry-free life in your later years. This guide will provide ten useful tips on how to prepare for retirement to make it a pleasant and luxurious experience.

December 28, 2022

Recharge and Reconnect - A Guide to a Successful Sabbatical Year

If you've been contemplating the idea of taking a sabbatical - whether a few weeks away for a special trip or a year gone for soul-searching - this guide is for you.