Financial Insights

Enhance your financial acumen through our curated blog — a collection of expert-written articles on savings, investments, and financial literacy, meticulously chosen for you!

Latest ArticlesExpert AdviceFinancial Lexicon

Latest Articles

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AI assistant analyzing and processing website data on a screen.
Financial Technology

The rise of Business-to-Agent (B2A): why optimizing for AI Agents matters

AI agents are reshaping digital interactions. B2A optimization ensures your business stays visible, ranked, and AI-ready. Adapt now to stay ahead!

Young happy couple showing the key to their first house after buying it with the FHSA program
Education

FHSA vs RRSP: Maximize Your Savings for Your First Home

Explore the advantages of the First Home Savings Account (FHSA) versus the Registered Retirement Savings Plan (RRSP) and learn how to optimize your savings strategy for buying your first home.

Lifestyle

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.

Person walking on the beach holding a lifebuoy, symbolizing emergency savings as a financial safety net.
Personal Finance

Top Mistakes to Avoid When Building Your Emergency Fund

Are you prepared for unexpected financial challenges? Do you know the common mistakes to avoid when building an emergency fund? Learn how to create a solid financial safety net and protect yourself from life's surprises.

Expert Advice

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Isabelle Bérard, MBA, Pl. Fin.
Financial planner

Conseils pour la retraite : Un million de dollars, est-ce assez ?

Plusieurs personnes pensent que un million de dollars c’est ce dont on a besoin pour avoir une retraite confortable. Est-ce réaliste ? Voyons ensemble quelques conseils pour la retraite. Avec un ...

Kristopher Lepage
Financial Planner

REEE 101: Investir intelligement dans l'éducation de vos enfants

Bienvenue dans le monde passionnant de la planification financière éducative ! Si vous êtes parent, grand-parent ou tout simplement un esprit attentif à l'avenir, vous avez probablement entendu ...

Isabelle Bérard, MBA, Pl. Fin.
Financial Planner

Vous songez transférer votre propriété à vos enfants ?

Si vous prévoyez de léguer le chalet familial à vos enfants, vous ne vous rendez peut-être pas compte de l’impact que ça peut représenter sur le plan fiscal. Ça pourrait vous coûter cher en impôt.

Brian Taub, Chartered Professional Accountant
Financial Advisor

What are sequence of returns?

Sequence of returns refers to the order in which investment returns are realized over a period of time. It can have a significant impact on individuals who are retired, particularly those wh...

Financial Lexicon

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retired couple smiling and having coffee, enjoyeing the fruit of their RRSP savings
Personal Finance

Why do I need an RRSP?

Preparing a serene and comfortable retirement is within everyone's grasp. Thanks to the RRSP, transform today's efforts into tomorrow's peace of mind. Explore with us how to optimize your savings and get the most out of this essential financial tool.

illustration of a piggybank representing a TFSA, the utimate savings tool
Personal Finance

The TFSA: The Ultimate Savings Tool

Curious about how the TFSA can boost your savings? Dive into our detailed guide and master the art of tax-advantaged saving. This article will unveil how to get the most out of your TFSA and lay the groundwork for lasting financial security.

picture of a female financial planner smiling, working on planning documents
Professions

Financial advisor or financial planner: Which one to choose?

Navigating finance can be complex; however, identifying the right professional, whether a financial advisor or a financial planner, can clear your path to wealth

Image of an accounting clerk, an accounting technician and a CPA, offering different services for business and individuals.
Professions

Accounting clerk, accounting technician, or Chartered Professional Accountant (CPA)?

Between enthusiastic clerks, meticulous technicians, and seasoned CPAs, learn which guardian of the numbers will be the cornerstone of your financial success.