Financial Planning

Advisor to Client: Save loved ones money, heartache by prepaying for funeral expenses Advisor to Client: Save loved ones money, heartache by prepaying for funeral expenses

Financial Planning

Advisor to Client: Save loved ones money, heartache by prepaying for funeral expenses

A traditional funeral with burial can cost between $5,000 and $25,000, Sun Life estimates

By Lauren Krugel, The Canadian Press |January 22, 2026

4 min read

Advisor to Client: Small monthly changes can add up over the year to help boost savings Advisor to Client: Small monthly changes can add up over the year to help boost savings

Financial Planning

Advisor to Client: Small monthly changes can add up over the year to help boost savings

Small monthly changes can add up over the year, experts say

By Craig Wong, The Canadian Press |January 8, 2026

3 min read

Advisor to Client: Converting your RRSP into a RRIF is more than just a financial shift, experts say Advisor to Client: Converting your RRSP into a RRIF is more than just a financial shift, experts say

Financial Planning

Advisor to Client: Converting your RRSP into a RRIF is more than just a financial shift, experts say

Drawing down on savings can be a challenge for some retirees

By Craig Wong, The Canadian Press |November 13, 2025

3 min read

Advisor to client: Overcoming a money scarcity mindset Advisor to client: Overcoming a money scarcity mindset

Financial Planning

Advisor to client: Overcoming a money scarcity mindset

A fear-based response to finances can hurt financial wellbeing, quality of life

By Ritika Dubey, The Canadian Press |November 11, 2025

4 min read

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