Financial Insights

Enhance your financial acumen through our curated blog — a collection of expert-written articles on savings, investments, and financial literacy, meticulously chosen for you!

Latest ArticlesExpert AdviceFinancial Lexicon

Latest Articles

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A smartphone displaying an AI assistant with a house in the background A mobile app simulation of an AI assistant responding to a question about a mortgage loan.
Financial Technology

AI vs. mortgage broker: what do young people prefer in 2025?

Young people want speed and expertise: AI provides information, but the broker remains essential for personalized support.

Young happy couple showing the key to their first house after buying it with the FHSA program
Education

FHSA vs RRSP: Maximize Your Savings for Your First Home

Explore the advantages of the First Home Savings Account (FHSA) versus the Registered Retirement Savings Plan (RRSP) and learn how to optimize your savings strategy for buying your first home.

Lifestyle

Money Habits : 10 Things Rich People Do

From learning the money habits of the world's wealthiest individuals to forming your own, this article will help you understand what it takes to become financially successful.

Person walking on the beach holding a lifebuoy, symbolizing emergency savings as a financial safety net.
Personal Finance

Top Mistakes to Avoid When Building Your Emergency Fund

Are you prepared for unexpected financial challenges? Do you know the common mistakes to avoid when building an emergency fund? Learn how to create a solid financial safety net and protect yourself from life's surprises.

Expert Advice

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Louis Beausoleil
Financial security advisor

Réaliser les rêves des clients : La satisfaction incomparable du conseiller financier

Introduction : Dans le monde de la finance, la réussite d'un projet client est la pierre angulaire de la satisfaction d'un conseiller. Cette version courte de deux minutes de lecture explore la ...

Marc Trépanier
Financial security advisor

L'assurance maladie grave: une aide financière précieuse pour vos projets

Bénéficier d’une aide financière en cas de maladie grave vous permet de vous consacrer à votre rétablissement, sans compromettre vos engagements financiers ou vos projets. Que vous prévoyiez ...

Alexanne Couture
Chartered Insolvency and Restructuring Professional

Calculez votre ratio d'endettement

C’est un ratio des liquidités disponibles pour régler les dépenses courantes. Il est obtenu par simple calcul permettant d’évaluer la capacité d’un individu à faire face à ses obligations à court ...

William Beaudette
Financial security advisor

Planification financière d'experts pour un avenir plus brillant

L'Importance d'un Planificateur FinancierDans un monde de plus en plus complexe, la gestion de nos finances personnelles peut rapidement devenir un défi. C'est pourquoi l'importance d'un pla...

Financial Lexicon

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retired couple smiling and having coffee, enjoyeing the fruit of their RRSP savings
Personal Finance

Why do I need an RRSP?

Preparing a serene and comfortable retirement is within everyone's grasp. Thanks to the RRSP, transform today's efforts into tomorrow's peace of mind. Explore with us how to optimize your savings and get the most out of this essential financial tool.

illustration of a piggybank representing a TFSA, the utimate savings tool
Personal Finance

The TFSA: The Ultimate Savings Tool

Curious about how the TFSA can boost your savings? Dive into our detailed guide and master the art of tax-advantaged saving. This article will unveil how to get the most out of your TFSA and lay the groundwork for lasting financial security.

picture of a female financial planner smiling, working on planning documents
Professions

Financial advisor or financial planner: Which one to choose?

Navigating finance can be complex; however, identifying the right professional, whether a financial advisor or a financial planner, can clear your path to wealth

Image of an accounting clerk, an accounting technician and a CPA, offering different services for business and individuals.
Professions

Accounting clerk, accounting technician, or Chartered Professional Accountant (CPA)?

Between enthusiastic clerks, meticulous technicians, and seasoned CPAs, learn which guardian of the numbers will be the cornerstone of your financial success.