Navigate Financial

When considering a record keeping system for your business, you need to ask yourself some very important questions

Keeping Good Records is Good Business Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Ready to retire? Prepare with these key questions for those ready to take the big step.

Retirement Is a Beginning Key questions to answer when you are considering retirement.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

The Three Keys to a Great Password Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Do you know the difference between a credit lock and a credit freeze?

Should I Accept a Free Credit Lock? Learn the ins and outs of credit locks, freezes, and more.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

The Pros and Cons of an NUA Strategy Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

College, kids and costs.

Getting a Head Start on College Savings A few strategies that may help you prepare for the cost of higher education.

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

What Will You Do With Your Bonus or Windfall? This article examines one's options when receiving a work bonus or other financial windfalls.

Why are they made again and again? This piece helps make sense of these errors in judgment.

Navigating Retirement Pitfalls Why are they made again and again? Making sense of these errors in judgment.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

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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