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Article

What to do if your tax return is reviewed or audited

…when they’re ready to start work. Once you’ve filed your return, you can use that same folder to keep a copy of your return and your notice of assessment. You…

Article

The birds and the bills: having the money talk with your kids

…shopping together – have your child compare prices for similar products and choose the best deal. Talk about work – teach your child about the relationship between work and money….

Article

How a fraudster might approach you

…messages. Use this checklist to protect your financial information online and help prevent identity theft. Social media channels or websites Many scams use social media channels or websites. Scammers may…

Article

Using annuities for other financial planning goals

…Money for charity: A charitable gift annuity A charitable annuity can be an effective way to generate retirement income and support a charitable cause. Here’s how it works: Make a…

Article

Sources of income in retirement

…TFSA as well as, or instead of, an RRSP. The TFSA can be used for any kind of savings goal and can hold most types of investments. One advantage to…

Article

Romance scams

…a sudden emergency. Lives or is working in another country. Always has an excuse about why they can’t meet you in person. Has posted a photo online that looks perfect….

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Worksheets

…and budget. Personal information inventory (PDF) Monthly budget worksheet (PDF) Financial goals worksheet Gift budget worksheet Retirement budget worksheet (PDF) Retirement cash flow planner Student budget worksheet Wedding budget worksheet…

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What to do if your tax return is reviewed or audited

The birds and the bills: having the money talk with your kids

How a fraudster might approach you

Using annuities for other financial planning goals

Sources of income in retirement

Romance scams

Worksheets

How to get started with investing

What is a GIC and how does it work?

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