How financial advisors can help at different life stages + MORE Mar 23rd

There are plenty of retirement plan options in Canada! Stay on top of the best plans right here.
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“What type of content am I reading?” + MORE Nov 23rd

You can always tell by how an article is labelled what type of content you’re reading. The label appears not only on the article itself, but anywhere it appears on the website. No label. If the only label you see is a topic tag, such as Investing or Retirement, that means you’re reading a purely.... More »

Can a LIRA be transferred to an RRSP with no contribution room in Ontario? Aug 10th

Can 50% of my LIRA be transferred to my RRSP if I do not have contribution room in Ontario Canada? Is it better to transfer to an RRSP or RRIF if funds are not needed and are used for investment purposes?—Katherine How much can you transfer from a LIRA to an RRSP? Katherine, Ontario resident.... More »

How does an executor pay estate expenses during the probate process? + MORE May 4th

I’ve realized that my large RRSP would generate a very large income tax bill if I die in the near future. I don’t have a spouse, or anyone who qualifies as a beneficiary to my RRSP on a tax-deferred basis. How can my executor pay my income taxes if it takes a year to get probated?—Carol  .... More »

What time of year should you retire? Sep 7th

Is there a better time of the year to retire based on tax implications: December 31 versus June 30 versus January 30? —Laf The best date to retire for tax purposes For most Canadians planning their retirement, tax isn’t the primary factor, Laf. However, there are instances when tax can com.... More »

Why GICs might be a better investment than stocks and bonds Aug 17th

Financial markets have fallen quite dramatically in 2022, and that has made choosing investments even more difficult than usual. The turmoil has made many investors nervous about investing in stocks. The Toronto Stock Exchange (TSX) was down nearly 10% for the first half of 2022, and the S&P 500.... More »
World No. 1 Ash Barty announces retirement from tennis  Sportsnet.caTop-ranked, three-time Grand Slam champion Barty retires from tennis  TSNTop-ranked women’s tennis player Ash Barty announces retirement at age 25  CBC SportsWorld No.1, three-time Grand Slam winner Ashleigh Barty announces retirement  WTA TennisWorld #1 Ashleigh Barty Announces Retirement From Tennis  Last Word On SportsView Full coverage on Google News

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When it comes to figuring out your finances and planning for the future, working with a pro can make this process easier. Canadians who feel hopeful about their financial future are more likely to be working with a financial professional, according to research by FP Canada. 

Depending on your situation, you may find that receiving advice from a pro can help you get your financial affairs in order—and get ahead financially.

Money advice for every phase of life 

Financial advisors provide some or all of these services:

Financial planningInsurance planning and implementationMortgage/lending implementationInvestment planning and implementation

Whether you’re looking to buy property, grow your business or save for retirement, you can find an advisor who fits your needs. (Learn about different types of advisors.)

Based on what you need, you can work with an advisor as often as you’d like, from a single service to an ongoing basis. Here we break down the life stages and situations when an advisor can be helpful for your financial goals…

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