Wealth strategies
Life events
Advice for every stage of life.
Estate planning
Giving back after a financial windfall: A case study approach
Expecting a significant financial event? Planning your charitable giving early can help maximize tax benefits and make a lasting impact.
Investing
Financial Freedom for Single Women
Financial freedom isn’t one-size-fits-all — especially for the 8.6 million single women in Canada who are navigating wealth-building on their own terms.
Investing
How to navigate ‘the money talk’ with your partner
Money is one of the hardest topics for couples to discuss. That’s because when you bring a partner into the picture, you’re not just combining…
Investing
Why young women should invest early
When you invest, you’re not just growing your money – you’re taking control of your financial future.
Investing
Gen X: The forgotten generation
Heard of Generation X? They’re the often-overlooked group stuck between the larger Baby Boomers and Millennials. But don’t be fooled — they’re more influential than…
Investing
Women and wealth – Get insightful advice
We believe wealth conversations should align with values. That’s why we’re aspiring to build a better experience for female investors.
Estate planning
How to manage a financial windfall
A financial windfall, whether it’s unexpected or expected, can be a life-changing event. Here are some tips to help you make the most of it.
Estate planning
Should you help your adult child buy a house?
As the cost of home ownership continues to rise in Canada, many adult children are turning to their parents for financial assistance to purchase their…
Estate planning
Is your will up to date?
Creating a will isn’t a ‘set it and forget’ it document. Review your will once every five years, or whenever there’s a significant life development.