Money matters

If you’re thinking about how to fund your retirement, you’re in the right place. We tap into expert advice to help you with retirement finances and more.

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Download the ultimate retirement planning resource bundle for Canadian education workers

We’ve packaged up our best retirement planning resources to
help you get retirement ready with confidence.

  • Retirement planning checklist
  • Template retirement letter
  • Your life by design ebook
  • Procrastinator’s guide to retirement
  • Esprit – our membership and insurance guide
  • Insurance comparison checklist
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Latest money matters news, videos and resources

3 Canadian retirement planning spreadsheets you need
3 Canadian retirement planning spreadsheets you need

With all the information and advice out there about financial planning for retirement, it’s unsurprising if it feels a bit stressful. How do you know […]

Retirement income: sustaining your finances in retirement
Retirement income: sustaining your finances in retirement

Retirement income – if you’re 60+ in Canada, this topic is probably top-of-mind. And we hope it’s on your radar if you’re younger. It’s never […]

Insurance plans for retirement: consider these 5 things
Insurance plans for retirement: consider these 5 things

Insurance for retirement tops the list of topics of interest for future retirees, according to our research with employees from Canada’s education sector.  And it’s […]

Electric cars: 4 reasons to consider making the change
Electric cars: 4 reasons to consider making the change

It’s no secret that getting a new car has been a challenge with disruptions to the supply chain. We’ve also seen the cost of used […]

How to make tax time more manageable in retirement
How to make tax time more manageable in retirement

It’s that time of year – days are getting longer. Maple syrup season is upon us. And we’re getting ready to file our taxes. Doing […]

Three resources to help you design a giving plan in Canada
Three resources to help you design a giving plan in Canada

You may think you need to be rich to be a philanthropist—but that’s not the case! You can create a giving plan that targets issues […]

Webinar: Sustaining your finances throughout your retirement
Webinar: Sustaining your finances throughout your retirement

Presented by David Aston, freelance journalist who writes about retirement, investments and personal finance in September 2021 This webinar covers the current investment market, new […]

Webinar: Why you need a benefits plan after age 65
Webinar: Why you need a benefits plan after age 65

Johnson Inc. Senior Vice President, National Sales & Business Development John Thompson and RTOERO Director of Benefits Stephen Wong, share insights on why you need […]

10 resources to help you plan for retirement in Canada
10 resources to help you plan for retirement in Canada

Retirement is a lot like other life transitions—moving away from home, starting a family, starting your career—there’s often excitement and anticipation. However, it’s a big […]