Here’s the thing—many Canadians are great at setting money aside in their workplace retirement plans. But when it comes to actually figuring out how much they’ll need in retirement and whether they’re on track to get there? That’s where things fall apart. A survey from Ipsos Reid1 found that only about half of Canadians follow […]

Scott Havens* is the kind of guy everyone wishes they had in their life. At 35, he’s the go-to mechanic in Vancouver who never hesitates to lend a hand—whether it’s helping a buddy fix a transmission or pulling over to help a stranger with a stalled engine. He’s the definition of dependable. But nothing prepared […]

There’s a story that gets passed around the financial world—about an advisor out in Omaha, Nebraska, not far from Warren Buffett’s hometown turf. Let’s call him Fred Smith. Fred’s built a reputation for helping local farmers understand the real power behind long-term investing. Nothing flashy. No gimmicks. Just simple, solid advice. When you walk into […]

Here’s a question that most people don’t think about: What’s your most valuable asset? Your house? Your investments? Maybe your car? Actually, it’s none of those. Your most valuable asset is your ability to earn an income. It’s the engine that keeps everything else in your financial life running—your mortgage, your groceries, your kids’ sports […]

Remember when the government rolled back the age for Old Age Security (OAS) eligibility to 65? A lot of Canadians let out a collective sigh of relief. Even a few hundred bucks a month can make a big difference in retirement, especially if you’re trying to stretch your dollars. But as helpful as that was, […]

Filing taxes isn’t exactly fun, but making mistakes can turn an already frustrating process into an expensive one. The last thing you want is to deal with penalties, delays, or an unexpected audit. So, let’s go over the top 10 tax filing mistakes and how to avoid them. 1. Missing the Deadline Procrastination can be […]