Skip to content

Insights

Read our Insights and get the most out of your money

Get the latest Insights right to your inbox!

THE GLOBE AND MAIL LOGO
For Investors

Can Elijah, 51, afford to retire early, even if his plans for self employment don’t pan out?

Read Article

GLOBE AND MAIL LOGO
For Investors

Should Frank and Michelle pay off the mortgage on the house using some of the money from her purchase of a half-share in the residence?

Read Article

THE GLOBE AND MAIL LOGO
For Investors

Can Nell, 58, cover her cashflow shortfall without having to sell her house?

Read Article

THE GLOBE AND MAIL LOGO
For Investors

Eleanor, 60, and Rowan, 59, are both retired. Can they afford to up their spending and still have enough saved for assisted living?

Read Article

THE GLOBE AND MAIL LOGO
For Investors

Isaac, 52, and Mia, 46, want to retire by their mid-50s. Should they downsize now or wait?

Read Article

THE GLOBE AND MAIL LOGO
For Investors

Can Jill, 60, afford to retire to Nova Scotia while keeping her suburban Toronto home?

Read Article

A White RV (Recreational Vehicle) on a road
For Investors

Keith and Beverly retired early to travel in an RV, but what should they do with their condo?

Read Article

couple sitting on a bench by the beach
For Investors

How to Confidently Spend Your Money in Retirement

Read Article

An old couple walking holding hands
For Investors

Should Milo and Maeve take out a reverse mortgage on their house?

Read Article

diverse group of people discussing and working around a wooden table with a office background
For Investors

Why some retirees go back to work, two questions Canadians should ask before dismissing annuities, and options for using a locked-in RRSP

Read Article

Red Chair With a lake background
For Investors

How runaway inflation is affecting the income needs of ‘FIRE’ adherents

Read Article

Hot Air balloons with hills in the background
For Investors

Can Pat afford to spend more on travel without jeopardizing her long- term financial security?

Read Article

Should I Delay My OAS Benefits?
For Investors

Should I Delay My OAS Benefits?

May 04, 2023

Have You Been Appointed Estate Executor? Five Mistakes to Avoid
For Investors

Have You Been Appointed Estate Executor? Five Mistakes to Avoid

April 06, 2023

Man working on Laptop
For Investors

Pension Style Asset Classes

July 20, 2023

Financial Planning for Small Business Owners: Strategies for Success
For Investors

Financial Planning for Small Business Owners: Strategies for Success

April 05, 2024

Empowering the Next Generation: National Youth Week in Canada Shines a Spotlight on Financial Literacy and Investing
For Investors

Empowering the Next Generation: National Youth Week in Canada Shines a Spotlight on Financial Literacy and Investing

May 01, 2024

Navigating Life's Financial Journey: Tailored Advice for Every Stage
For Investors

Navigating Life's Financial Journey: Tailored Advice for Every Stage

May 16, 2024

10 Ways Advisors Can Create Long-Lasting Referrals
Tax Planning For Advisors Financial Planning

10 Ways Advisors Can Create Long-Lasting Referrals

August 22, 2024

two collage students on campus with a scenic green forest background on an tablet
For Investors

How does an RESP work?

September 07, 2023

10 Red Flags to Watch Out for When Investing: How to Spot Scams and Fraud
For Investors

10 Red Flags to Watch Out for When Investing: How to Spot Scams and Fraud

March 11, 2024

Power of Attorney: What is it and why is it important?
For Investors

Power of Attorney: What is it and why is it important?

October 19, 2023

Fortify Your Future: A Guide to Protecting Your Assets and Loved Ones
For Investors

Fortify Your Future: A Guide to Protecting Your Assets and Loved Ones

April 19, 2024

Mastering Money: Top Mistakes to Avoid When Investing
For Investors

Mastering Money: Top Mistakes to Avoid When Investing

April 11, 2024

Nurturing Generational Wealth: Strategies for Managing Wealth Across Generations in Canada
For Investors

Nurturing Generational Wealth: Strategies for Managing Wealth Across Generations in Canada

March 27, 2024

FHSA and HBP
For Investors

FHSA and HBP

June 29, 2023

Pathway to Prosperity: Harnessing Debt for Wealth Building
For Investors Financial Planning

Pathway to Prosperity: Harnessing Debt for Wealth Building

June 20, 2024

Inflation and the Impact on Timing CPP Benefits
For Investors

Inflation and the Impact on Timing CPP Benefits

March 09, 2023