Insights, Articles & Blogs

The ABCs of using RESP funds.

Have you ever dreamed of winning the lottery or inheriting a large sum of money - or maybe just poker night? Most people have and, if you're fortunate to have it happen to you, here are some steps to avoid riches slipping through your fingers.

Important, affordable coverage that can help secure your family’s future. From Manulife's On-Line Magazine - Solutions For Financial Planning, Spring 2021

[Manulife Investment Management] Finance Minister Chrystia Freeland tabled the 2021 Federal Budget on April 19, 2021. What follows is a summary of budget measures that may be of interest to investment and insurance advisors, and implications for planning using insurance and investments. Read More...

Tax season is underway, and Canadians may be facing some unfamiliar terrain. Job losses, side gigs, and working from home were just some of the by-products of 2020.

Signs it may be time to take the next step in your investing journey & ditch the DIY investing approach by finally hiring a professional.

Plan today for lower taxes tomorrow.

How to understand the language of finance like a boss.

Taking important initial steps to protect your legacy and loved ones the way you want.

With a power of attorney for property, you authorize someone else to make decisions about your finances.