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Financial Planning

A Canadian buying a car and getting approved for a personal loan.

loans

How to buy a car in Canada and get the best loan rate

Buying a car is a big deal. Understand the financial part of the purchase and, hopefully, save yourself some...

How to buy a car in Canada and get the best loan rate
Man stressed by decisions because of the economy

Save

How to deal with your finances when the economy is stressing you out

Interest rates, inflation—not to mention tariffs or a recession—can make finances stressful. But keeping a cool head is important....

How to deal with your finances when the economy is stressing you out

Ask a Planner

How RRIF withdrawals work when you have multiple registered accounts

Canadians must begin taking RRIF withdrawals the year after converting an RRSP. What happens if you convert only part...

How RRIF withdrawals work when you have multiple registered accounts
Canadian parents with their adult children, having a good time, spending money on a dinner, knowing they have money in the estate for their adult kids. Is life insurance the answer?

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Do retirees need life insurance?

A Certified Financial Planner looks at the different strategies to ask your own advisor: Is life insurance the answer?

Do retirees need life insurance?

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Headshot of Certified Financial Planner Natasha Knox.

Financial Planning

Natasha Knox, Certified Financial Planner

Natasha Knox, is an advisor based greater Vancouver, with clients across Canada. Learn about her approach to financial planning...

Natasha Knox, Certified Financial Planner
A man is tapping his credit card to pay for something, to symbolize how accustom to debt Canadians have become.

Debt

How much credit card debt does the average Canadian have?

How does your credit card debt stack up against the average Canadian’s? Find out as we dive into how...

How much credit card debt does the average Canadian have?

MoneyFlex

Mortgage Guide For Gen Z: The true costs of home ownership for young Canadians

What is the cost of buying your first home as a Gen Z? Find out the total costs you’re...

Mortgage Guide For Gen Z: The true costs of home ownership for young Canadians
A smiling man uses his tablet in a cafe

Banking

Kick-start your finances in the new year with a better chequing account

Kick-start your finances in the new year with a better chequing account

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Tax and estate planning for joint accounts

Many Canadians have questions about how accounts are transferred upon death. Here’s how it works when assets are held...

Tax and estate planning for joint accounts

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