Value of Advice

Did you know that 71 per cent of advised households started working with an advisor when they had less than $50,000 in investable assets1? Milestones such as buying a first home, starting a new job or having a child are all good opportunities to address new financial needs and begin working with an advisor. Click on the link above to find out how working with an advisor can help make the most of your future!

1. Claude Montmarquette and Nathalie Viennot-Briot, Econometric models on the value of advice of a financialadvisor, CIRANO, July 2012.

RESPs, RRSPs and TFSAs - Which one is right for you?

When it’s time to decide which mix of savings vehicles is right for you, your options can start looking like a hearty bowl of alphabet soup. Click here to learn more about each of them.

The risk of outliving your savings

Canadians are living longer and longer. Most of us will likely see our 80th birthday and a growing number of us are expected to live to 100. And while many of us do plan to keep working well after turning 65 — or even indefinitely — the majority are looking forward to some form of retirement when we hit our 60s.

That means we need to ensure that the nest egg we accumulate over our working life lasts long enough to support us through 30 or even 40 years of retirement.

Click here to learn more about how to protect yourself against the risk of outliving your savings, or what we call 'longevity risk.'

In the Winter 2018 edition:

Making a decision that can safeguard your family’s lifestyle is a great feeling.

Not only that, there are a range of innovative solutions that help keep you motivated to make healthy lifestyle choices.