Callum Sutherland, Financial Security Advisor

Here’s How Often Bloomberg Money Readers Are Checking Their Investments “Go for it, as long as you don’t do anything.”

Why It's a Great Time to Retire Retiring this year? Good news: the stock market is cooperating.

Ways to experience tax freedom From lower federal tax rates to new tax credits and homebuyer incentives, here are the key 2026 tax changes Canadians should know.

Court rules executor liable for estate still incomplete after 19 years The Ontario Superior Court of Justice found the executor failed to keep good records and commingled her funds with those of the estate.

We’re not wealthy. What can a financial planner do for us? A reader just wants an assessment of her and her husband’s finances. Turns out that’s the cornerstone of financial planning.

What A Retirement Paycheck Looks Like And How To Create One When you're working you relied on a paycheck from your job; but in retirement you often need to create your own.

Am I actually ready to retire, or just hoping I am?" Most retirement mistakes happen before you retire, not after. Get a clear, advice-only checkup on your CPP/OAS timing, tax efficiency, and drawdown strategy.

Pre-Retirement Checkup Pre-Retirement Checkup. Advice-only pre-retirement planning for 45-65 Canadians(Ontario)

Ranking Canada’s grocery loyalty programs – and the top pick offers incredible flexibility National chains that have established loyalty programs through larger coalitions rank higher than stores with only a regional presence.

Is Your Wealth What You Think? 5 Ways to Accurately Measure Financial Health Wealth isn’t just income. Net worth, debt load, retirement savings, and financial flexibility all shape how secure you really are. Here's what to know.

The great Canadian barbecue bill The price of hosting a barbecue is getting steeper every summer – and our beef isn’t just with the burgers. Why we’re holding the cheese and pivoting to BYOB.