Latest Posts

Kids & MoneyView All

5 Ways to Lower the Cost of Tuition Before Considering a Student Loan

May 18th, 2017

Planning to attend post-secondary school is an exciting time and a dose of 'adulting' as you figure out how...

We're Giving Away One Thousand, $1000 Bursaries!

September 15th, 2016

The Money Lessons Every Teenager Needs to Know

July 20th, 2016

Budgeting 101: How to Teach Kids the Fundamentals

July 20th, 2016

3 Ways to Teach your Preschooler About Money

July 20th, 2016

How Does 25 Cents Grow to $3 Million?

December 9th, 2015

Home Buying & MortgagesView All

5 Ways to Save for Your Down Payment

August 1st, 2018

Looking to save for your home down payment but not sure where to start? Learn how you can make...

Fixed vs. Variable Mortgage Rates

June 26th, 2018

In the market for a mortgage? Learn about the pros and cons of fixed- and variable-rate options.

4 Questions to Ask Before Signing a Mortgage

June 11th, 2018

Thinking about buying a home? Find out what questions to ask before taking the leap!

theWorks™ 101: Your Loan and Mortgage Solution

May 25th, 2018

Whether it's a career change or unexpected medical expenses, life's little surprises can sometimes take a toll on your...

4 Steps to Securing Your Dream Home

May 9th, 2018

It finally happened! After all the searching and weighing the pros and cons, you’ve found a home that fits...

How To Get Your Mortgage Working Harder For You

May 7th, 2018

For a full list of everything you need to know about mortgage renewal and money-saving tactics.

Banking BasicsView All

Living On Your Own and Bills, Bills, Bills!

May 2nd, 2018

Living on your own for the first time can be empowering. It means having independence and all the things...

Understanding and Directing Your Withholdings

March 26th, 2018

Your pay stub is more than just proof of income. Learn how it allows you to better understand your...

Which Money Persona Are You?

November 20th, 2017

Our personalities play a role in how we relate to money but it's not set in stone. If you're...

5 Tips to Finding the Loan that's Right for You

February 8th, 2017

Rushing into a loan without fully understanding how it will affect your budget can create a very stressful situation...

The Magic Behind Your Credit Score

February 3rd, 2017

You’ve likely heard about credit scores before (thanks to all those commercials with terrible jingles), but what do you...

Understanding Your Credit Score

February 1st, 2017

What is a credit score? How is it calculated? What steps can you take to maximize it? Here's a...

Money & ManagementView All

How to Make the 4 Pillars of Money Management Work for You

January 15th, 2018

Managing your money doesn’t need to be complicated. Having money is like using stepping stones to help you get...

Which Money Persona Are You?

November 20th, 2017

Our personalities play a role in how we relate to money but it's not set in stone. If you're...

Boost Your Credit Score: 4 Myths to Avoid

November 6th, 2017

Your credit score pulls a lot of weight but it can be a source of confusion too, especially with...

5 Good Money Habits to Boost Your Retirement Savings

October 4th, 2017

It can be tough to stay the course and save for something that feels a long time away. Here...

Little Ways to Save Big Money When You Travel

July 14th, 2017

Summer is in full swing and so too vacation time for many. Before you hit the road, check out...

What's with the Bull and the Bear?

June 28th, 2017

You've likely heard the terms before but what exactly do they mean?

Financial & Estate PlanningView All

Rehearsing Your Retirement: 5 Things You Need To Do

March 26th, 2018

We test drive cars, so why not retirement? Successfully transitioning into this new chapter really comes down to planning...

Responsible Investing: For Profit and Progress

November 30th, 2017

More and more, our members are asking us about Responsible Investments. No longer the new kid on the block,...

Your Registered Retirement Income Fund: What You Need to Know

March 8th, 2017

Most Canadians won’t want to withdraw the full value of their RRSPs all at once, because they’d be faced...

5 Things You Need to Know About Estate Planning

March 7th, 2017

Estate Planning and Life Insurance – a topic that every adult needs to think about sooner rather than later;...

Navigating the Basics of RRSP and TFSA

February 5th, 2016

3 Benefits of Working with a Financial Advisor

February 1st, 2016

InsuranceView All

4 Tips for Finding the Right Travel Insurance

July 27th, 2018

Going places? Find the travel insurance that's right for you, so you can enjoy your stay!

4 Features You Should Look for From Your Recreational Vehicle Insurance

July 4th, 2018

Many of us forget to insure our recreational vehicles, especially if we’re experienced hobbyists. But life sometimes has surprises...

Surprising Ways a Life Insurance Policy Could Save You Money

November 7th, 2017

Of course, talking about one's mortality is not the most comfortable of topics but what if we told you...

Before you pack your bags...

November 8th, 2016

We'd like you to meet Aunt Caroline: explorer, adventurer, and lover of all things related to travel, including being...

More to Condo Insurance than Contents Protection

August 16th, 2016

There's a lot of unique things that come with condominium-living, and your insurance coverage should be one of them....

Rules of the Off-Road - How Savvy Are You?

July 18th, 2016

Fraud PreventionView All

Why We Get Scammed

March 12th, 2018

How is it that scammers are able to trick the average person into making costly mistakes? Learn to spot...

Fraud Protection: Part 2 - How to Protect Yourself from Computer Scams

March 14th, 2017

With a little knowledge, you can greatly reduce your chance of becoming a victim of computer scams. Here's what...

5 Things You Can Do to Prevent Identity Theft

March 8th, 2017

Identity theft is something that we would all like to avoid and yet there are things that many of...

Fraud Protection: Part 1 - How to Protect Yourself from Scams

March 1st, 2017

No one wants to be a victim of fraud. Not only can it create a big headache but the...