When people hear the phrase “financial planning” they usually think of RRSPs, TFSAs, and other types of investments. However, life insurance plays a strategic role in the financial planning process.

The potential for an economic recession in 2019 has captured the attention of more than a few pundits and journalists. But the smart money is on continued growth, both here in Canada and the U.S.

February is a month for showing people how much you care about them. So make February the month for a family chat about money and your estate plan. Talking about money is never easy but it does show how much you care about them.

The new year offers many new opportunities for lawyers, including the chance to develop a clear picture of personal finances with an eye to planning for the future, says Dawn Marchand, vice-president of marketing, product and direct distribution for&nb

Having too much income in retirement is not a problem. Having too little is definitely a problem. Somewhere in between is a mystery number called “enough”.

When it comes to investing for retirement, keep an eye on the fees you pay because, over time, they can have a significant impact on the value of your portfolio.