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CUSmarter about Investing

We will periodically post interesting news, articles and tidbits about investing. Enjoy!

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Understanding Mutual Funds

Understanding Mutual Funds


Canadians are living longer and that means they’re spending more time in retirement. To see if you’ll be able to finance the retirement you want, ask yourself four questions.

How much do I need to retire?

How much do I need to retire?


Canadians are living longer and that means they’re spending more time in retirement. To see if you’ll be able to finance the retirement you want, ask yourself four questions.

Top 20 Reasons to use an Investment Professional

Top 20 Reasons to work with an Investment Professional

Research has continually pointed to the measurable value that financial advisors provide their clients.

Boost your RRSP

Five ways to boost your retirement savings


Although your retirement may be years down the road, it’s never too early to start planning and saving. By investing regularly in an RRSP, you can move steadily towards your financial goals and the retirement lifestyle you want.

TFSA or RSP?

To RRSP or to TFSA?

A common question that investors ask their financial advisor is which plan type is best for them? For most people, it shouldn’t be an “either-or” proposition.

Calculators

Calculators


How much do you need to save for a comfortable retirement? Or what size mortgage can you afford in order to purchase a new home? Our calculators can help you work out the details of your financial plan and assist you in reaching your goals.