RRSP or TFSA: The Smart Way to Maximize Your Money | Client Success
Wondering if RRSP or TFSA is right for you? Discover how one family built long-term wealth with smart choices and expert financial planning.
Wondering if RRSP or TFSA is right for you? Discover how one family built long-term wealth with smart choices and expert financial planning.
New FSRA rules will require insurers to disclose total costs on segregated funds by 2027. Learn what this means for clients and financial advisors.
From testing to doubling down, Mr. W’s continued investment with Ai Financial shows his clear trust in the strategy and team — even during market turbulence.
New data from Statistics Canada shows Canadians are avoiding U.S. travel in 2025 due to trade tensions. Learn why this shift matters for policy and investors.
Global volatility is rising. Canada faces headwinds while the U.S. accelerates growth with sweeping tax reforms. In our latest seminar, Ai Financial explores how investors can navigate uncertainty and seize new opportunities in H2 2025.
Consumer insolvencies in Canada rose 5% year-over-year, driven by proposals, while bankruptcies fell. Learn what the latest OSB and CAIRP data reveal about household and business debt trends.
CIRO introduces manual trading halts for Canadian ETFs and CDRs when the U.S. halts the underlying stocks for disclosure reasons. New oversight rules explained.
Canadian capital markets delivered a mixed performance in the first half of 2025, according to data from LSEG Data & Analytics. While equity issuance grew, debt activity declined sharply.
Most Canadian investors worry about their advisor's retirement plan. A new study reveals succession gaps and delays due to market volatility. Learn more.
A data-driven couple turned cautious curiosity into confident investing with help from a trusted financial planner. Starting with just $6,000, they leveraged strategic advice, TFSA planning, and investment loans to grow their portfolio into six-figure returns—proving that smart guidance, not guesswork, is the key to long-term financial growth.