Optimize Logo
Meet with us
Meet with us Login
Street with individual houses covered in snow
Will & Estate Planning

Business Owners: The Estate Freeze

May 05, 2022
Read Article

Browse by topic

Hour Glass and dollar coins on a table
Portfolio Management

During Uncertain Times: The Benefits of Dollar-Cost Averaging

Apr 27, 2022
Translucent Umbrella with rain droplets on it
Portfolio Management

Protecting Our Clients' Investments During These Volatile Markets

Mar 31, 2022
Blue and White Colored Apartment Buildings
Mortgages & Loans

5 Simple Ways To Buy a Home Stress-Free

Mar 17, 2022
Hand of a man holding a keychain in shape of a house
Mortgages & Loans

4 Tips to Getting a Good Mortgage Rate

Mar 03, 2022
A Robot hand shaking a human hand
Financial Planning

2 Key Differences between a Robo-Advisor and a Human Advisor

Feb 17, 2022
Blue and Green Door to house
Financial Planning

4 Decisions That Can Lead to Stronger Financial Independence

Feb 03, 2022
Pen tip and Calculator on a paper
Tax Planning

Credits to Consider for This Tax Season

Jan 27, 2022
Blue swings in kids playground
Financial Planning

4 Ways Parents can Help Their Children become Financially Stable

Jan 20, 2022
Clock sitting on a deskside table
Business Building

Why COVID Makes Advisors Rethink Their Current Platforms

Jan 09, 2022
White Table with three pots, i-phone and notebook on it with white background
Retirement & Savings Plans

TFSA vs RRSP: Why Not Do Both?

Jan 05, 2022
Small house toy with a keychain next to it
Tax Planning

3 Tax Tips When Claiming On Your Rental Properties

Dec 23, 2021
Two chairs on a seaside patio of a house
Retirement & Savings Plans

3 Ways an Automated RRSP Plan Can Benefit You

Dec 09, 2021
Five lightbulbs in a blue background
Financial Planning

4 Great Points To Better Understand and Use Your TFSA

Nov 25, 2021
Red Bloomed Flower on among flowers that have not bloomed
Tax Planning

Maximizing the Tax Benefits of Your Charitable Donations

Nov 11, 2021
person driving with his hand out the window with a beach background
Retirement & Savings Plans

4 Tips For Retirement Planning: The Best-Kept Secrets

Oct 21, 2021
Two red chairs on a lakeside patio
Tax Planning

4 Ways to Make You a Little Richer This Tax Season

Oct 07, 2021
Gold and black fountain pen resting on a desk.
Will & Estate Planning

The Role of the Executor: A Large One

Sep 23, 2021
Traffic Signal with red light on
Tax Planning

7 Common Tax Mistakes You Need to Avoid

Sep 09, 2021
Tree landscape with a house in the background and a long straight road leading directly to the house.
Will & Estate Planning

Estate Planning: Looking Beyond the Will

Aug 26, 2021