Ask a Planner

Estate planning and trusts for a beneficiary with a disability

When seeking advice that may involve multiple disciplines, including estate planning for a beneficiary with a disability, what type...

Investing

Making sense of the markets this week: December 25, 2022

Sector returns for the year and a look back at some key posts in 2022; plus, an inflation reading...

Stocks

2022’s year in review: The financial highs, lows and what’s in store for 2023

A recap of the ups and downs investors and the markets dealt with in 2022 and a hint of...

Budgeting

How to talk to your partner about money

By taking the time to understand each other, you and your partner can build a financial plan and overcome...

Financial Planning

Married with money: How to combine finances with your partner

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Ask a Planner

Is now the time for a long-term investor to abandon stocks?

It’s been a difficult year for stock investors. Should you move into GICs or mortgage funds to invest for...

MoneyFlex

Working towards your dream lifestyle? Here’s how financial goals can help

Affording the things you want as a young adult is achievable when you follow these strategies when setting your...

Ask a Planner

Can an estate contribute to an RESP account?

Here’s what you need to know before deciding to leave money in trust for an RESP account after your...

Banking

Video: Why open a high-interest savings account?

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EQ Bank