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Home ownership

Owning your own home is an accomplishment that can provide financial security, flexibility and stability.

Dealing with debt

These days, going into debt is almost unavoidable. With the rising costs of housing, post-secondary education, cottages, vehicles and the like, it can be a challenge to live debt-free.


Getting married is an exciting time and the start of something new. But beyond the romance of it all, you are going to have to make a number of very practical decisions.

Planning to retire

Canadians are living longer than ever before. And while people once anticipated enjoying travel and leisure activities in their retirement years, things have changed.

Welcoming a new addition

From diapers to diplomas, your child’s well-being requires a considerable financial commitment.

Managing your business

Starting your own company is a challenging and risky business, but can also be very rewarding.

Saving for school

You want your children to succeed in life - and it is undeniable that a post-secondary education will help them get there.

Living with illness and disability

No one likes to think about life’s "what if" questions. But if you or your loved one is living with a disability, you understand how precious peace of mind can be.

Dealing with loss

Whether swift and unexpected or the result of a lengthy illness, the loss of a loved one is a painful experience that can lead to unexpected changes in your life and your finances.

Responding to career changes

Changes to your career can happen, whether you’re looking to make them or not.


As the Canadian population ages, the need for at home, family caregiving is expected to increase substantially.

Getting through divorce

Separating creates profound anguish and uncertainty, yet at the same time, requires each partner to make important financial decisions.

Arriving in Canada

With an abundance of information and options, seeking advice from someone familiar with this country and its systems can make adjusting a little easier.