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Before You Give to Charity

August 11, 2020

Before You Give to Charity

Charitable donations are a great way to help out the causes you care about; even if it only seems like a drop in the bucket, your generosity can enact great change. But how do you make sure your donation is used effectively? How do you avoid scams? How can you deduct the donation from your

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Everything you need to know about living alone for the first time

July 27, 2020

Everything you need to know about living alone for the first time

Leaving the nest for the first time can be an overwhelming experience, and it is important to be prepared for the journey and financial implications. If you have the opportunity to weigh the advantages and disadvantages of certain living situations (i.e. your move is not super time-sensitive), then it’s a good idea to look at

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What to expect at the first meeting

July 15, 2020

What to expect at the first meeting

First impressions always matter, but your first meeting with a financial advisor does not have to be nerve-wracking! Whether you are a financial novice or already have lots of experience, we are here to guide you through the world of financial planning. This post outlines the sorts of things advisors will ask you, and what

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COVID-19 Travel Update: What Canadians need to know

July 7, 2020

COVID-19 Travel Update: What Canadians need to know

One of the biggest sectors affected by the COVID-19 pandemic has been travel – as the world slowly begins to reopen, the UNWTO (World Tourism Organization) is calling for the responsible restart of the industry. Their latest study reveals that April (one of the busiest travel times of the year) saw a fall of 97%

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Canada’s Record-Low Prime Rate

June 22, 2020

Canada’s Record-Low Prime Rate

The prime rate refers to the lowest rate of interest at which money may be borrowed commercially – in Canada, it is influenced by the Bank of Canada to “promote the economic and financial welfare of Canada.” The BoC will adjust its targets to keep the economy healthy and affect peoples spending habits. For example,

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Insurance companies raising premiums in the midst of COVID-19

May 19, 2020

Insurance companies raising premiums in the midst of COVID-19

Nearly everyone has been impacted negatively by the COVID-19 pandemic, and life insurers are no exception. Amidst the uncertainty surrounding the current situation and the decade-low interest rates in Canada, some life insurance companies have begun to raise their premiums. Just like for many individuals, the volatile market is threatening yield and investment losses –

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