Use a financial planning checklist Procrastination is a thief of time, your greatest asset when investing. More

Secrets of the financial survivor No matter where you envision yourself tomorrow, the method for achieving financial independence is the same... More

• Define your major financial goals
• Teach your children well— about strong financial values
• Four transitional safeguards for a happy retirement
• The advisor-driven stewardship link to wealth
  
  

Life changing phases of the investor Here are some suggested guidelines as to how to invest in mutual funds during five phases of life... More

Critical illness (CI) insurance RRSP Protection There's an often overlooked aspect of financial planning that can protect your registered retirement savings plan (RRSP). It is related to both the security of your retirement and your long-term health... More

• If You Experience a Critical Illness
• Buying long-term care insurance

While you’re still alive—the Living Will If you become incapacitated with no possibility of recovery from a mental or physical disability... More

Doing the estate tango & untangling from probate Careful estate planning can untangle an estate from costly government... More

• The financial importance of a power of attorney
• While you’re still alive—the Living Will
  
  

The RRSP Investor 2008: RRSP Tax Break For many Canadians, the most tax-efficient way to prepare for retirement is... More

• 4 RRSP advantages of dollar cost averaging
• RRSP and Non-Registered Account contributions using dollar-cost averaging (DCA)
• How does the Consumer Price Index (CPI) affect your retirement?
• Realistic portfolio expectations
  
  

Discerning volatility and risk Investment funds that offer an opportunity for significant capital gains on stocks also pose.... More

Realistic portfolio expectations Influenced by the last bull market (a market rising in value), some investors... More

• 7 Strategies for long-term investing
• Understanding diversity by opposite correlation
• Keep your perspective when markets are gaining
  
  

Professional managers look at long-term trends Investors who invest in equities — securities such as stocks and stock-based mutual funds... More

•  The role of the professional fund manager
  
  

• Is It Time To Review Your Life Insurance?
• How to cover your mortgage—with life insurance protection
• Life insurance can offer some protection for your investments
  
  

The taxation of investment funds What is the tax treatment of income received from Canadian investment funds? This information does... More

• Charitable Donations and your tax credit