The last published articles
Life is different once your children leave home and start out on their own. Whether you have a sense of melancholy or feel free and easy as you look forward to a new chapter, it’s important to recognize that various aspects of your financial life may change. More discretionary income. When your children become financially…
Investing in financial markets is a journey filled with learning and experiences. In his article titled “15 leçons après 15 ans dans les marchés”(in French), published on January 5, 2025, in La Presse, Nicolas Bérubé shares valuable insights from his experience as an investor. Here’s a glimpse at some of the lessons: 1. Don’t try to…
Registered Retirement Savings Plans (RRSPs) hold a prominent place in many people’s financial planning. However, their popularity often rests on a simplified perception of their tax advantages, which does not always take into account the challenges they may pose in the long term. A recent article from La Presse, titled “Inévitable, l’impôrt sur l’héritâge ?”…
Just like moving into your first apartment requires preparation, starting your wealth management journey needs a solid foundation. Proper planning and the right tools are essential to achieving your financial goals. Here are the must-haves to get off to a good start. 1. A Clear and Realistic Budget: The Foundation of Everything Before thinking about…
By Sun Life Staff If you’re saving for retirement, it’s likely in a registered retirement savings plan (RRSP) or employee pension plan. But are you saving enough? Start with 10 questions to find out. There are differing opinions in financial planning about what percentage of income Canadians need to save for retirement. Recommendations run from 40% up to 70% of…
