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Putting taboo topics on the table

November 15, 2021

When I was a kid, most people didn’t talk openly about their money. They didn’t talk about finances in front of the family, and they certainly didn’t discuss dying. Those conversations were too taboo to have out in the open if they happened at all.

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Past News

Women are a necessity for the financial community

May 5, 2021

Women have made enormous professional advances over the past decade—in business, politics, law, medicine, sciences, sports—entering virtually every arena, yet their numbers still lag in the financial industry.

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The Household Debt Survey

April 19, 2021

Debt is one of many financial concerns keeping Canadians up at night. The Household Debt Survey reveals that one-in-five Canadians with debt expect they will need to liquidate assets to help pay off—or pay down—their debt. In addition, 62% of Canadians with debt anticipate taking on new forms of debt in the year ahead. 

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What to do with your tax refund

March 15, 2021

From paying down debt to parking the funds for a future purchase or splurging on yourself after a tough year, there are lots of options when it comes to your tax refund.

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