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.

3 minute read

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…

9 minute read

Young woman contemplating a financial future

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.

12 minute read

Gen X doing the heavy lifting

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…

10 minute read

Women seeking financial advice

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.

3 minute read

Money tree

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.

10 minute read

Parent talking to his child seated on a couch

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…

13 minute read

Grandfather with grand kids and family

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.

6 minute read

Life events

Financial tips for new parents

Whether it’s through birth, adoption or surrogacy, deciding to have a child is one of the biggest life decisions you’ll ever make. The rewards are…

10 minute read