What does a financial advisor do? A financial advisor is more than someone who manages your investments; they are a partner in building a plan to help you achieve your financial...

What is compound interest? “Compound interest is the 8th wonder of the world. He who understands it, earns it; he who doesn't, pays it.” – Albert Einstein. Time can...

What is diversification? Diversification is ensuring that your investments are not concentrated in a single area but are spread out over a broad variety of different asset classes....

Do I need a financial plan? A financial plan is a key part of your financial journey. It can make the difference between a successful and an unsuccessful financial journey. This...

How do I take control of my finances? Understanding basic budgeting techniques will help you stay on top of where your money is going as well as give you the tools necessary to...

Why is my credit score important? Your credit score is based on your history of meeting financial commitments. A poor credit score can have significant consequences down the road. It can...

How does the income tax system work? The following video gives an overview of personal income tax. Understanding when this is collected and how the progressive tax system works in Canada is...

Is debt good or bad? As you save money, opportunities to utilize both “good debt” and “bad debt” will arise. Good debt gains you exposure to attractive assets and allows...

What are the basics of budgeting? Budgeting is a key part of building financial success. A budget can bring awareness to your spending habits and allow you to change them if...

What is the 50/30/20 rule? When creating a budget, it can be helpful to follow a guideline. By using the 50 | 30 | 20 rule as your guideline, you...

Financial planning