Optimize Logo
Meet with us
Meet with us Login
THE GLOBE AND MAIL LOGO
Retirement & Savings Plans

Can Eleanor, 60, and Rowan, 59, Afford Assisted Living?

Oct 20, 2022
Read Article

Browse by topic

business people working on a project together collaborating and evaluating financial information
Retirement & Savings Plans

Why Having Enough Money is Just One Piece of the Retirement Puzzle

Oct 13, 2022
wooden desk background with a computer, money, phone and paper
Tax Planning

How Canadians Can Split Their Income and Lower Their Tax Bills

Oct 06, 2022
MULTIPLE COMPUTERS ON A DESK WHILE A PERSON IS WORKING ON ONE AND THERE IS A LARGE SKYSCRAPER IN THE BACKGROUND
Business Building

Why Advisors' Digital Tools are Still Outdated

Sep 29, 2022
THE GLOBE AND MAIL LOGO
Retirement & Savings Plans

Isaac, 52, and Mia, 46, Want to Retire by Their Mid-50s

Sep 22, 2022
Blonde Millennial with blue t-shirt with a mac book
Business Building

Three Ways Advisors Can Win Over A New Generation of Investors

Sep 15, 2022
Close-up of a computer screen showing financial market data and a fluctuating stock chart line.
Portfolio Management

Bull & Bear Markets: A Closer Look

Sep 08, 2022
person viewing financial document in an office background
Portfolio Management

How Does a Recession Impact My Portfolio?

Sep 01, 2022
Note book with
Tax Planning

Tax Planning Before Year End: Gain from Your Losses

Aug 25, 2022
THE GLOBE AND MAIL LOGO
Retirement & Savings Plans

Can Jill, 60, Afford to Retire to Nova Scotia?

Aug 18, 2022
Professional Man in a blue suit and red tie giving advise
Portfolio Management

Managing Risk: Why We Rebalance Portfolios

Aug 11, 2022
Stack of coins with a clock in the background
Financial Planning

Finding Ways to Deal with Inflation

Aug 04, 2022
A White RV (Recreational Vehicle) on a road
Retirement & Savings Plans

Keith and Beverly retired early to travel in an RV, but what should they do with their condo?

Jul 28, 2022
couple sitting on a bench by the beach
Retirement & Savings Plans

How to Confidently Spend Your Money in Retirement

Jul 21, 2022
Man sitting on a table holding white papers and a pen
Insurance

Should I Purchase Life Insurance Online?

Jul 14, 2022
House with a lawn and an empty driveway
Will & Estate Planning

Estate Planning & Trusts: Not Just for the Ultra-Wealthy

Jul 07, 2022
Girl wearing a hat with a Canada flag on her back facing lake and hills
Financial Planning

Oh Canada! Reasons to Keep Perspective

Jun 30, 2022
An old couple walking and holding hands
Mortgages & Loans

Should Milo and Maeve take out a reverse mortgage on their house?

Jun 13, 2022
A financial advisor explaining to a young couple
Business Building

Millennials Don't Want to Work With Robo-Advisors

Jun 09, 2022
diverse group of people discussing and working around a wooden table with a office background
Retirement & Savings Plans

Retirees Back at Work, Annuity Queries and RRSP Options

Jun 02, 2022
Red Chair With a lake background
Financial Planning

How Runaway Inflation Affects "FIRE" Adherents

May 20, 2022
Hot Air balloons with hills in the background over a highway
Financial Planning

Can Pat Afford to Spend More on Travel?

May 16, 2022
Street with individual houses covered in snow
Will & Estate Planning

Business Owners: The Estate Freeze

May 05, 2022
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