Helpful Guides

If you’re considering using Willful to write your will and/or Power of Attorney documents, these are the features that we’re working to support and those we do not have plans to support due to their complex nature.

A Licensed Funeral Pre-Planner shares her tips for pre-planning your own funeral.

Our friends at MovingWaldo share their tips for moving to a new province to help you avoid any surprises upon arrival.

The experts at PolicyAdvisor outline the life milestones that signal it may be time for you to buy life insurance.

Use this back-to-school checklist to minimize back to school chaos and get your family organized before the first day.

1 in 5 parents don’t have key financial products for their children. That's why we've partnered with Wealthsimple and created this personal finance to-do list for Canadian parents.

Most pet owners value their pet's future, but only 7% formalize it. Learn about estate planning for pets to secure their care.

Settling an estate can be a stressful endeavour—but it doesn’t have to be. Our friends at MaxSold give their top tips for managing an estate sale with ease.

Our friends at SickKids recount the story of donor John Paris Bickell, and how legacy giving has a tremendous impact on the lives of causes close to your heart.

Are you on the market for a new or first home? Here are some great tips from our friends at Zoocasa on how to clean up your credit before applying for a mortgage.

A personal finance expert at Ratehub.ca shares what happens to your mortgage and other forms of debt upon your passing.

The finance pros at Ratehub.ca share how some of the most popular points programs in Canada handle your points posthumously.