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Welcome to our blog! Read the latest news and insights on topics that are important to you. We know money is stressful, and connecting values and faith with your finances can be a challenge. Just like you, we care about values and want to inspire peaceful, just, and prosperous communities. We can guide you on your financial journey with socially responsible ways to help you manage your money as you give, live, owe, and grow.

4 min read

Can You Have Too Much Money in Your RRSP? Here's What to Consider

Picture of Tom Anderson Tom Anderson: October 15, 2026, 3:48:19 p.m. EDT

Saving for retirement is a good thing. Could having too much money in your Registered Retirement Savings Plan (RRSP) actually cost you more in taxes down the road?

Saving and Investing
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2 min read

Estate Planning at Every Age: Why It Matters Earlier Than You Think

Picture of Tom Anderson Tom Anderson: September 1, 2026, 8:00:00 a.m. EDT

Estate planning is often thought of as something to do “later.” Later, when you own a home. Later, when you have children. Later, when retirement is...

Saving and Investing Thought Leadership
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Family on steps

4 min read

Navigating an Inheritance After a Loss

Picture of Tom Anderson Tom Anderson: August 19, 2026, 9:25:34 a.m. EDT

Receiving an inheritance can bring mixed emotions. It may provide new financial possibilities, though it usually arrives while you are grieving...

Saving and Investing Spending Wisely
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Couple on computer

3 min read

Weathering Market Volatility: What Canadian Investors Need to Know

Picture of Tom Anderson Tom Anderson: July 16, 2026, 3:56:50 p.m. EDT

If it feels like the stock market has been on a roller coaster lately, you're not imagining it.

Saving and Investing
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Financial planning meeting

4 min read

Finding Balance: Building a Well-Rounded Investment Strategy

Picture of Tom Anderson Tom Anderson: July 3, 2026, 3:06:46 p.m. EDT

When it comes to investing, there is no single option that works for everyone. Each type of investment offers different benefits, risks, and...

Saving and Investing
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Happy couple planning their finances

2 min read

Building Your Financial Toolkit: The Accounts That Help You Save, Spend, and Plan Ahead

Picture of Tom Anderson Tom Anderson: June 22, 2026, 3:39:17 p.m. EDT

When it comes to managing your money, there isn't a one-size-fits-all bank account. Different accounts are designed for different purposes, and...

Saving and Investing
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Couple in their thirties, managing finances on a laptop

3 min read

Registered Accounts in Canada: Which One Fits Your Goals?

Picture of Tom Anderson Tom Anderson: June 9, 2026, 5:00:10 p.m. EDT

Saving for the future can feel a little like sorting tools in a toolbox - each one has a purpose, and using the right one can make the job much...

Saving and Investing
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2 min read

Your Roadmap to Money Wellness

Picture of Tom Anderson Tom Anderson: April 16, 2026, 4:43:10 p.m. EDT

We all dream of having our finances in a picture-perfect state. We want everything organized and optimized. Wouldn’t it be great if there was a...

Calculators Saving and Investing Spending Wisely
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Young woman at the airport with luggage

2 min read

Saving for Tomorrow and Living Well Today: A Practical Plan for Younger Adults

Picture of Tom Anderson Tom Anderson: January 14, 2026, 12:21:33 p.m. EST

If you’re under the age of 30, you’ve likely felt the push and pull between building a solid future (hello, down payments and home ownership) and...

Saving and Investing Spending Wisely
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Middle aged couple looking casual in sweatshirts

2 min read

Planning for Retirement: Common Missteps to Avoid

Picture of Tom Anderson Tom Anderson: January 7, 2026, 2:43:38 p.m. EST

Retirement planning is one of the most important things we can do for our future selves and our families. While the path looks different for...

Saving and Investing Spending Wisely
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