Do you have a retirement savings strategy?

We all know that we need to have a strategy if we expect to reach our goals. The same can be said for saving for retirement. The idea is to define your retirement objectives and decide how you’ll achieve your savings plan. To get started, ask yourself: How do you picture life in retirement? [...]

By |2021-05-19T13:40:46-04:0019/05/2021|Learn&Grow|

Three financial conversations to have before you say “I do”

As life slowly gets back to normal, we’re all looking forward to reasons to celebrate. In the coming months, an increase in weddings might be included in that list. So if you and your partner have been dreaming of when to have your big day, here are some financial conversations to consider before you [...]

By |2021-05-19T13:39:41-04:0019/05/2021|Learn&Grow|

5 essential pieces to have in your estate plan

On the surface, estate planning isn’t very exciting. But, it’s actually an important part of your financial plan. It ensures that your assets are protected and that your final wishes are carried out correctly. Here are five essential pieces that you should include in your plan: Consult with a financial advisor and other experts: [...]

By |2021-04-26T10:34:08-04:0026/04/2021|Learn&Grow|

Protecting yourself against identity theft

Knowing the signs of identity theft is the best way to arming yourself against becoming a victim. So, what exactly is identity theft? It happens when somebody takes and/or uses your personal information, like your credit card number, driver's license, SIN, birthdate, to commit a crime like fraud. Luckily, there are things you can do [...]

By |2021-03-24T12:15:05-04:0024/03/2021|Learn&Grow|

For Your Information: A Great Newsletter from the Financial Consumer Agency of Canada

Every month, the Financial Consumer Agency of Canada (FCAC) produces a newsletter with excellent financial tips and information. Seeing as March has been Fraud Prevention Month, here are a few useful articles on how to protect yourself against financial fraud:1 in 3 Canadians are targets of financial fraud during the pandemicUnauthorized credit or debit [...]

By |2021-03-24T13:19:57-04:0024/03/2021|Learn&Grow|

Overcoming Retirement Planning Procrastination

When it comes to creating a robust retirement plan, a lot of us tend to put it off. One reason may be because it’s difficult to imagine what life will be like in five, 10, 20 years from now. Another possible reason is that we may become overwhelmed by the amount of information available about [...]

By |2021-02-26T15:50:43-05:0022/02/2021|Learn&Grow|

Making Additional Contributions to Your RRSP or TFSA is Now Even Easier!

Most financial institutions have now updated their bill payee list to include Canada Life Group RRSP and Canada Life Group TFSA. This means you can make direct contributions to your RRSP and/or TFSA by setting it up as a bill through your online banking. Just search for “Canada Life” in the bill payments section of your bank’s [...]

By |2021-03-10T13:23:10-05:0016/02/2021|Learn&Grow|
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