Clients can benefit greatly from a comprehensive expense review, including bottom-up and top-down assessments. This article highlights the importance of accurately understanding your expenses for retirement planning.

Co-op and other paid-internship programs are becoming increasingly valuable for young career starters.

Sometimes we spend so much time preparing for what’s to come, that we forget to maximize the joy in our every day.

From the practical point of view, nothing beats the feeling of reassurance that a solid bank balance and investment portfolio provides.  As Ms. Benz describes in this article, not having to live on a budget – because we have become accustomed to an affordable and satisfying standard of living – comes a close second.

Rising interest rates can be a motivating factor for many in paying of a mortgage, but there are pros and cons to using TFSA savings.

The real reason you’re still working could be a variety of issues – and it’s up to you to figure out why and to find out if you can stop.

Over the past 25 years, charitable donations in Canada have experienced substantial growth, primarily driven by higher-income Canadians. However, this positive trend will be affected by the introduction of new tax laws; which will reduce the tax advantages for donating securities.

In this brief 3-minute video, we discuss the importance of future thinking in creating a lifestyle that we aspire to have.

When it comes to the care of a child or a disabled relative, most people would bite the bullet, pay the tax and secure their care. Would you do the same for a tortoise?

Responsible cash management starts with how you pay for transactions. This article provides some interesting examples of reasons to carry some cash, some credit cards but not too many of each.