Financial Advice
This is our Financial Advice section, your trusted source for expert insights and strategies to help secure your financial future. Our articles are crafted by the professional team at Newton Financial to provide you with actionable tips and in-depth knowledge. Find the right article for you and jump right in!
Are You Making the Most of Your RESP? 5 Things Parents & Grandparents Should Review
Whether your child or grandchild is still years away from post-secondary school or getting close to graduation, an RESP (Registered Education Savings Plan) can be an important part of preparing for those future expenses.
Mid-Year Money Check-In: 5 Financial Moves to Make Before Summer Gets Away From You
Summer has a way of speeding things up. Between vacations, family plans, weekends away, and trying to enjoy a bit of good weather while Canada allows it, financial goals can easily get pushed to the side.
That is why mid-year is a smart time to pause and do a quick financial check-in.
Why Protecting Your Income Matters More Than Most People Realize
Building wealth matters. So does protecting it.
A strong financial plan is not only about growing assets. It is also about making sure one unexpected event does not put unnecessary pressure on everything you have worked hard to build.
That is why income protection should be part of the conversation, not an afterthought.
Understanding CRM3: A Clearer Look at Investment Costs
Starting in 2026, investment firms will be required to give clients a more complete picture of what they are paying to invest. The first reports under these new rules will be delivered in 2027.
Estate Planning Guide for Caregivers in Canada
If you’re a caregiver, you already know what happens when planning is missing. You’ve seen the confusion. The delays. The family tension. The last-minute scrambling
RRSP Deadline Checklist: 7 Things to Do Before Monday, March 2 (For Your 2025 Tax Return)
The RRSP deadline is Monday, March 2 and a little planning now can make a big difference for your 2025 tax return. Here’s a simple checklist to help you get it done without the last-minute scramble.
It’s “How do I make sure my plan is still aligned with what matters now?”
Your Year-End Financial Check-Up: 12 Questions to Start the New Year Strong
As the year wraps up, many Canadians start to look ahead, not just at resolutions, but at the bigger picture of what they want next. For people who are already financially stable, the question isn’t “How do I get started?”
It’s “How do I make sure my plan is still aligned with what matters now?”
Smart Things to Do with a Financial Windfall
Receiving a financial windfall, whether it’s from an inheritance, work bonus, property sale, or lottery winnings, can be exciting and a bit overwhelming.
The Top 5 Financial Mistakes People Make in Their 40s and 50s
Your prime earning years should also be your prime planning years, but many Canadians fall into the same costly traps. Are you?