How to Apply Online For a Loan in Canada

Many Canadians rely on loans for financial emergencies, major purchases like a car or house, and even higher education. The problem is, not all Canadians can qualify for a loan from a traditional financial institution, like a bank, due to…

Canadian Guide to Life Insurance

There is never a better time to prepare for the inevitable than right now. Life Insurance is a means to protect your family and loved ones, in the case of an unexpected death.  Losing a loved one in a household is…

What will you do with your money amidst the COVID-19 crisis?

Many countries are experiencing an economic downturn due to the Coronavirus and Canada is not an exception. The people are worried about the economic crisis, probably more than the health risk, that is going to hit the country soon. Probably…


Covid-19 Relief Benefits For Canadians

Earlier today, the act that covers financial relief to Canadians reached royal assent and became law. This new program called the Canada Emergency Response Benefit (CERB) offers financial support to help alleviate the cashflow crisis that is striking millions of…


The Best Ways to Spend Your Tax Refund

Receiving a tax refund can feel exciting, like winning a mini lottery. But before you take yourself on a shopping spree, you may want to consider some ways to use your tax refund as a smart investment for your financial…


Financial Planning for Retirement: How Much Money Do I Need to Save?

Starting your financial planning for retirement can seem daunting. And while the Canadian government provides supplements like the Canada Pension Plan and Old Age Security, this generally is not enough for individuals once they retire from a full-time salary. The…


How To Organize Your Finances

Most people think of their closets or office space when they think about organization skills. What you may not consider is how these skills can help you stay on top of your financial game. Learning how to organize your finances…


Financial Planning for Expecting and New Parents

Whether you are expecting a baby or have just become a new parent, there is an incredible amount of pressure on your shoulders. This pressure means minding your child’s health while also covering all the expenses that come with parenthood….


A Guide to Financial Planning for Buying a Car: Loan vs. Lease

Buying or investing in your first car is a huge decision. There is the attractiveness of lower monthly payments when leasing, but the security of owning an asset when you buy. In recent years, leasing has been more popular as…

Enjoy a better financial planning experience

Financial planning should be available to every Canadian, regardless of their financial situation. Finally, we are here to help you get where you want to be.