For most of our lives, our plan for retirement revolves around saving and investing. We make plans with our financial advisors and keep them up-to-date to ensure we are able to pay our own way through retirement. But then we turn 60 and a surprise big decision hits: When should I start collecting CPP and OAS? We can help.

Ensuring your family’s financial security is at the top of your priority list, therefore the last thing you want to do is leave them with debt – such as an unpaid mortgage. To help you decide how to best protect your family, here are 5 Q&As to help clarify whether mortgage or personal insurance is right for you.

No one likes to start by thinking about the end. It’s so far away and takes so much planning for the least interesting part of the whole endeavour. But, whether you’re a serial entrepreneur, or simply looking to grab control of your own future, an exit strategy is integral to good business planning.

With constantly changing information about the COVID-19 pandemic, it’s hard to know what’s going to happen next or if that next announcement by the government is going to be the one that causes you to walk away. Despite all the uncertainty, there are strategic actions you can take to help stay afloat amid the pandemic until this whole thing is over.

It’s one thing when a few aspects of your financial security go pear-shaped, but when the whole thing, from the economy to the markets, through to your job-security goes out the window, it’s hard not to panic. But the first and most important part of good, financial advice during COVID-19 is: Don’t panic.

Determine your pension income splitting eligibility with this easy to follow guide on what pensions you can split, who you can split them with, and how to do it.