Leaving Money to Your Grandchildren? Start With Your Goals.
For many grandparents, one of the most rewarding parts of financial planning is knowing they may be able to help the next generation.
Trump Accounts
Financial Strategy for the ‘Sandwich Generation’: Balancing Post-Secondary Costs for Kids and Care for Aging Parents
This blog is about how Canadians in the “sandwich generation” can manage the financial strain of supporting both their children and aging parents, while also prioritizing their own retirement.
Introducing the 530A Accounts-Trump Accounts for Minors
Starting in 2026, families can open 530A accounts — also known as "Trump Accounts" — for eligible children under 18. Learn how they work, who qualifies, contribution limits, and how they may factor into long-term family savings.
A Financial Survival Guide for New Parents 2025
This blog will share financial planning tips for new parents, including how to plan for both before the baby is born and for the long-term.
The Benefits of Financial Literacy for Teens and Young Adults
This blog highlights the importance of financial literacy for teens and young adults, covering key benefits like budgeting, saving, avoiding debt, and building financial independence.