Money-Savvy Pig: How a Simple System Is Teaching My Kids Financial Wisdom

Years ago, when setting up RESPs for clients’ newborns, I wanted to give them a gift that was both meaningful and useful. I wanted to give them something that could spark a conversation about money early on. That’s when I discovered the Money-Savvy Pig, a four-compartment piggy bank designed to teach kids how to allocate money with intention. Since then, it’s become my signature new-baby gift.

FAFA

Insurance

Life Insurance Explained

You’re probably familiar with the basic concept of life insurance: It’s an insurance contract where, in exchange for the premiums paid, the life insurance company pays a tax-free lump sum benefit to your designated beneficiary upon your death. But there’s much more to it than that.

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Personal Finance

Passing down the family cottage

Learn how to manage the capital gains tax, which can be a major obstacle when passing down the family cottage to the next generation.

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Personal Finance

3 credit health tips to share with employees

Most employees are aware they have a credit score, and they know that it impacts them when they apply for a loan. A good score can not only get them approved for the big ticket item they want to finance, but it can also affect the specific loan product or interest rate offered.

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Insurance

Should you get life insurance if you’re single or young?

In your 20s, you may believe you don’t need life insurance because you’re young and healthy. And if you’re single, you may not have anyone depending on your income. So why should you get life insurance when you’re young?

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Personal Finance

10 Things I’ve Learned About Wealth Management in 10 Years

The past 10 years have been in the wealth management channel. That still involves some non-profits but also includes individuals, families, corporate retirement plans and family office clients. Here are 10 things I’ve learned in my 10 years working in wealth management:

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Personal Finance

Canadians are feeling financially anxious as economic uncertainty persists

As economic uncertainty continues to weigh on Canadians, a new member survey from Advocis, The Financial Advisors Association of Canada, reveals that many households are feeling heightened financial stress and limited confidence in their ability to weather the storm.

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Personal Finance

7 tips when writing your will

Everyone should have a proper will, which is a document that expresses your wishes for how your property will be distributed if you die. If you have minor children, a will also names the person or persons who will look after them.

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Personal Finance