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Mortgages & Loans

5 Simple Ways To Buy a Home Stress-Free

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Mortgages & Loans

4 Tips to Getting a Good Mortgage Rate

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Financial Planning

2 Key Differences between a Robo-Advisor and a Human Advisor

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Financial Planning

4 Decisions That Can Lead to Stronger Financial Independence

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Tax Planning

Credits to Consider for This Tax Season

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Financial Planning

4 Ways Parents can Help Their Children become Financially Stable

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Business Building for Advisors

Why COVID Makes Advisors Rethink Their Current Platforms | Optimize.ca

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Retirement & Savings Plans

TFSA vs RRSP: Why Not Do Both?

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Tax Planning

3 Tax Tips When Claiming On Your Rental Properties

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Retirement & Savings Plans

3 Ways an Automated RRSP Plan Can Benefit You

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Financial Planning

4 Great Points To Better Understand and Use Your TFSA

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Tax Planning

Maximizing the Tax Benefits of Your Charitable Donations

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Learn the key differences between the FHSA and HBP, Canada’s two savings options for first-time homebuyers, and how you can use both for your down payment.
Retirement & Savings Plans

Should I Delay My OAS Benefits?

May 04, 2023

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Will & Estate Planning

Strategies for Managing Wealth Across Generations | Optimize.ca

March 27, 2024

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Financial Planning

Financial Planning for Small Business Owners: Strategies for Success

April 05, 2024

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Business Building for Advisors

10 Ways Advisors Can Create Long-Lasting Referrals

August 22, 2024

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Retirement & Savings Plans

Retirees Back at Work, Annuity Queries and RRSP Options | Optimize.ca

June 02, 2022

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Business Building for Advisors

Top 5 Strategies Financial Advisors Can Use to Win New Business

January 13, 2025

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Financial Planning

Six Mistakes People Make When Moving Between Provinces

November 24, 2022

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Business Building for Advisors

Top 3 Content Ideas to Help You Build Trust and Credibility

October 23, 2024

Pathway to Prosperity: Harnessing Debt for Wealth Building
Financial Planning

Pathway to Prosperity: Harnessing Debt for Wealth Building

June 20, 2024

6 Habits of Successful Financial Advisors
Business Building for Advisors

6 Habits of Successful Financial Advisors

February 05, 2025

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Mortgages & Loans

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?

January 12, 2023

Pension Style Asset Classes
Portfolio Management

Pension Style Asset Classes

July 20, 2023

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Financial Planning

6 Simple Steps to Achieve Financial Wellness and Secure Your Future

March 18, 2025

5 Time Management Tips for Financial Advisors

5 Time Management Tips for Financial Advisors

February 27, 2025

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Financial Planning

10 Red Flags to Watch Out for When Investing | Optimize.ca

March 11, 2024

Budgeting Strategies for the Ultimate Summer Vacation | Optimize.ca
Financial Planning

Budgeting Strategies for the Ultimate Summer Vacation | Optimize.ca

June 06, 2024