Janine Purves- Assante Capital Management Ltd. Aurora

New parents often have very little energy to focus on wealth planning, but there are some areas it's important to address early in a child's life. You can consider life insurance, protect them through your will, and save for an education. Here are ideas on how to start managing these to-dos without feeling overwhelmed.

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By focusing on research, relative opportunity and portfolio flexibility, the Global Asset Allocation team with Fidelity aims to help investors navigate complexity while staying aligned with long‑term goals. Here are some of the insights they consider when allocating a portfolio.

How portfolios are adapting to a more volatile world: Insights from Ilan Kolet - April 6, 2026 fidelity.ca

Hey parents, here is a month-by-month personal finance checklist that can help you manage your household budget to get ahead in 2026.

Hey parents, here’s a 12-month personal finance checklist for 2026 theglobeandmail.com

Happy Giving Tuesday! Did you know today is the most generous day of the year?

Whether you volunteer, donate, or plan to leave a legacy, every act of generosity counts. This time of year, it can be a great way to spend time with loved ones and support your community. https://livesocial.seismic.com/anuxV5

Financial confidence isn't just about numbers – it's about having a plan, and a partner, to help you reach your milestones one step at a time.

From dreams to milestones: How Canadians can get on track towards their financial goals theglobeandmail.com

If you're buying a car, you research the market to see which make and model has the features you're looking for. Once you've decided on a vehicle, you find the best price possible and maximize the value for money well spent.

Factor-based investing is no different. "Value" is one of six factors of this proven strategy that combines aspects of active and passive investing to enhance returns and manage risk by concentrating on a specific investment factor. Do you know what the other factors are?

What is Value Investing? | CI Global Asset Management cifinancial.com

Retirees can face multiple risks during their wealth decumulation years. Crafting a sustainable retirement income plan is essential, and it starts with a conversation with your advisor.

Four wealth traps that can derail your retirement theglobeandmail.com

Money can be a point of contention for many couples, young and old, but how to spend money and time during your retirement years has less to do with finances than respecting each other's independence.

What to do when your vision of retired life doesn’t match your spouse’s theglobeandmail.com

Human emotion can cause investors to make irrational decisions, such as panic selling during a market downturn or buying a high-flying stock based on overconfidence or fear of missing out.

An advisor can help you navigate financial decisions when emotions are heightened.

How to spot behavioural biases that can derail investor portfolios theglobeandmail.com

RESPs do more than just cover tuition. Young adults who graduate from post-secondary education without loans can start their careers free of debt. This financial freedom makes it easier to save for a home, invest, or start a business.

Wealth isn't just passed down; it can be amplified.

Layering RESPs into an intergenerational wealth plan theglobeandmail.com