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Our View

On the latest financial trends and news.

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What is a pension bridge benefit?  Thumbnail

What is a pension bridge benefit?

For those with Defined Benefits (DB) pension plans, leaving the workforce early, even before your Canadian Pension Plan (CPP) or Old Age Security (OAS) kicks in, will often trigger a bridge benefit. As this can bring up new options for you in your retirement, it’s wise to understand this benefit before you decide to retire early.

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What is CDIC Insurance? Thumbnail

What is CDIC Insurance?

There are many reasons why keeping your money in a bank is better than under a mattress or in an old coffee can buried in your backyard. But, one of the biggest is the Canada Deposit Insurance Corporation’s (CDIC) deposit insurance.

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AI in financial advising – Can I use AI as a financial advisor? Thumbnail

AI in financial advising – Can I use AI as a financial advisor?

Suddenly, computers are writing blog posts, code, novels, and more. Seemingly overnight, AI is poised to take over every desktop profession – even financial advising. As a result, we’ve received many questions from clients about whether this new technology can deliver financial planning advice as good as – or even better than – humans.

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How do trigger rates work in Canada?  Thumbnail

How do trigger rates work in Canada?

When mortgage rates rise too high, too quickly (like they have recently) the rigid payment schedule and floating interest rates of adjustable rate mortgages causes them to hit what’s called a trigger rate. This can have far-reaching effects on your budget as a homeowner in Canada.

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