Our Blogs & Insights

Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.

Estate planning is an important part of protecting yourself and your loved ones in the event you are unable to make important decisions for yourself. Make sure to review these 4 areas of your plan.

Unfortunately, your inheritance doesn't (usually) come with instructions. If you've recently received a sizeable windfall, follow these 5 tips to being a good steward of your inheritance.

Did you know your OAS pension payments could be subject to a recovery tax? Here's what Canada's retirees need to know about the OAS Clawback, plus 4 strategies to help avoid it.

Whatever your age, investing can be an intimidating endeavour. Because of this, it’s possible you’ve put off investing or haven’t given it much consideration. Regardless of where you currently stand with investing, here are five tips to help you get started and make sure that you are on the right track.

(Video) An Introduction to the Canada Pension Plan (CPP) with Ray Snoei from Manulife Securities. Learn when you can take it, the impact of taking it as early as age 60 or the benefit of waiting until age 70. Plus gain tax tips to reduce the associated income tax.

If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.

A financial plan is essential, no matter how much you make. Looking at the financial mistakes of a few of our favorite celebrities, we'll see why.