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Case studies
Main Content Body
Investing Basics
The power of asset mix: Joan, Michel, and Miriam's stories
Becoming a one-income family: Zack and Zoe's story
Handling a smaller divorce settlement: Lori and Len's story
Handling a larger divorce settlement: May and June's story
Calculating your net return after tax: Sallia's story
Borrowing to catch up on an RRSP: Roxie's story
Borrowing to make up losses: Rich's story
Saving Money and Managing Debt
Pay down or save up? Jasmine's story
Finding extra money to save: The Maleks' story
Saving up for hard times: Camille and Calvin's story
Balancing saving, spending, and paying debt: Dave's story
Where should I save my money? Linda's story
Deciding where to save: Raymond's story
Building an income: Ming's story
Dealing with financial surprises: Essie's story
Protecting your income: Trent and Trisha's story
How much does that expensive gift really cost? Luc's story
Is a timeshare a good investment? Jon and Casey's story
Finding the right credit card deal: Sundaram's story
Paying off debt and starting to save: Erika's story
Building wealth: Paula and Tahir's story
Tax-Free Savings Accounts
Build Your Savings Faster: Dominic's Story
Savings Advantages For Lower Incomes: Pat and Sophie's Story
RRSP or TFSA? Tia's Story
Registered Education Savings Plans (RESPs)
The power of saving early: A tale of two families
Retirement
Building an income portfolio for retirement: Suhata's story
Spending unsheltered savings: Gabriella's story
Does sheltering pay? Darren and Danielle's story
Registered Retirement Savings Plans (RRSPs)
How saving early in your RRSP helps: Amy and Amanda's story
Planning your RRSP contributions: Gary, Kevin and Judith's story
Protecting Your Money
Spotting an investment fraud: Greg's story
Keeping your credit card safe: Clara's story
Mutual Funds and Exchange-Traded Funds (ETFs)
Sam and Sasha go for gold
Registered Retirement Income Funds (RRIFs) and Annuities
Choosing the right annuity: Frank and Frances' story
Pensions
Retiring late: Jacqueline's story
Retiring early: Jacques' story
Contributing extra to your retirement savings: Lenny and Lucy's story
Estimating a defined contribution pension: Tony's story
Estimating a Group RRSP pension: Brenda's story
Calculating a defined benefit pension: Winnie and Winston's story
Making your pension savings last: Prem's story
Joining early pays: Mario and Maria's story
Changing your job, changing your pension: Josh's story
A RRIF, an annuity, or a blend? Josef's story
An annuity or a blend? Annie's story
Insurance
Buying life insurance after the kids leave home: Pradeep's story
Getting insurance for a new family: Olive and Omar's story
Changing insurance at retirement: Olga and Oscar's story
Protecting a car loan: Martha and Marlon's story
Protecting a mortgage: Marissa and Marcello's story
Wills and Estate Planning
Creating a well-planned estate: Ross and Reena's story
Leaving behind a well-planned estate: Rodney and Rose's story
The problem with not having a will: Leonard's story
Settling a complex estate: Luigi's story
Registered Disability Savings Plans (RDSPs)
The difference an RDSP can make: Shannon's story
Real Estate
Getting income from your home: Clifford and Carmen's story
Is it better to buy a home, or choose some other investment? Charlie's story
Stay at home, rent or buy? Kit’s story
Do I need a real estate agent or can I sell my own home?