Worksheet: Your university budget

September 4, 2013 | Last updated on September 4, 2013
1 min read

Download this worksheet to help you walk clients through education savings options and achieve better outcomes.

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