In 2020, Canada saw a surge in new DIY investment accounts. Between January and December, 2.3 million DIY investment accounts were created. While jumping into the world of investments is an exciting move, this uptick in...
The World Is Embracing Virtual Spending: Which Payment App Is Right for You?
While paying online has become easier and more accessible over the years, the COVID-19 pandemic took virtual spending to an entirely new level. As more and more people are embracing this type of spending, the...
Your Summer 2021 Financial Update
As we swing into the second half of 2021, consider this quote from a book first published back in 1954: “A river cannot, we are told, rise above its source. Well, it can seem to...
Improve Your Finances: Why A Digital Detox Can Save You Money
Smartphone usage increased dramatically during the pandemic as more people lost their jobs, were furloughed, or were adhering to stay-at-home orders. While smartphones can provide endless entertainment, they can also be bad news for your...
Protecting What’s Yours After You Pass, Part 2: Step-by-Step Estate Planning
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones to ease their stress during an already difficult time. If you’ve put off...
Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are Four Areas to Review Right Now
Life has likely felt like a whirlwind since the pandemic started. While adjusting to the resulting life changes, your insurance coverage probably hasn’t been top-of-mind. However, you could be missing out by not reevaluating your...
Personal Money Bias: What We Can Do About It?
In one way or another, we all have a complex relationship with our own money. Because of that, it’s hard to be rational all the time in how we use it. But where do our...
Protecting What’s Yours After You Pass
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. So...
Applying for Life Insurance? Here’s What to Expect
Life insurance is an important part of your estate planning strategy. You can use it to provide money for your children's education, cover your funeral expenses, and leave money behind for loved ones. Understanding what...
Identity Theft Insurance: A Guide
In 2019, 14.4 million people were victims of identity theft. Identity theft can happen in many ways: in-person, online, over email, or on the phone. However it occurs, identity theft affects a large number of people...