Meeting your accountant at tax-time isn’t just showing up, running the numbers, and then leaving. Or at least it shouldn’t be. While you may walk away with a tax refund, you’ll be missing out on much more – like a plan to minimize the impact of taxes on your income. To help you take advantage of everything your accountant can do for you, we’re going to cover 5 questions you can ask to open up the conversation and get the most out of your experience.

As generations transfer out of, and into the workforce, the demand for benefits as a form of remuneration continues to change. Not only do families look different today than they did 10 years ago, but the pursuit of health and wellness has also changed. That change combined with the racing pace of technology has caused a shift in the value of benefits.

Financial Independence is a place we all dream of living in. It’s that moment when we no longer need to work, no longer need to stress about where our next paycheque will come from – it’s the magic number that means you’re not only free in the present, but also secure in your future.

For many Canadians, prescription drug costs are a part of daily life. From asthma and diabetes to mental health, the price of prescription medication can quickly get out of hand – especially if you don’t have sufficient coverage. While your monthly prescription bill seems like a fixed cost, that’s not the case.

You can automate your investments to ensure your savings stay on track. To help you on your way, we've gathered 3 tips to make automating your savings easy.

Learn how YOU keep your financial advisor awake at night and what you can do to help both of you sleep a little sounder.