Financial Innovations

Wondering what to tell your financial pro? Check out this quick video for guidance!

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A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

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Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Password Protection Strategies Simple steps may help you foil hackers and protect your privacy.

Find out whether you are insurable before implementing a strategy using life insurance.

Universal Life Insurance Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Grantor Retained Annuity Trusts (GRATs) Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Three important questions to consider before you start taking.

Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit?

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Many have heard they should avoid probate; do you understand what probate is and how it works?

Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies.