The sandwich generation

Being a part of the sandwich generation can be a tricky balancing act as you are raising your kids and trying to support your parents as they age. While you are taking care of your loved ones, it can be easy to lose sight of your own goals.

Your Scotia advisor can help you find the best path forward for your situation. Check out our tips on planning for you and your family’s future.

Tips for you

How do you want to build towards your future? Read our tips on how to work towards your goals, from your home to your child’s education to retirement.

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5 key retirement risks

Here are five risks to consider, their impact and potential strategies to address them.
Henri Miller, Investment specialist
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How to plan for retirement
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Sharing the Family Cottage

5 steps to creating a property agreement.
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What you need to know about financial planning when you’re going through a divorce

Getting divorced can have a major impact on your finances. Here’s what to keep in mind as you go through this process.
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Are you maximizing your RESP?

From saving automatically to taking advantage of government grants, don’t leave money on the table.
Withdrawing from a RRSP vs. a TFSA
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How taxation works when withdrawing from an RRSP vs. a TFSA
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When should you review your financial plan?

We look at key life milestones that should trigger a review and possibly an update to your financial plan.
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An introduction to mutual funds and ETFs

Mutual funds and Exchange-traded funds (ETFs) are two of the more popular investment products available to investors.
Farah El-Masri, Financial advisor
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How to teach your kids some good money habits
See all sandwich generation articles See all Sandwich Generation articles

Useful tools

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Learn where you can save

A great way to plan for your financial future is to understand where you are now. Use our calculator for a better picture of your finances and to see if you have additional funds available to put towards your goals.

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How can you save better?

Are you saving enough for retirement? Find out with our Retirement Savings Calculator.

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Power of Attorney and Joint Deposit Accounts


Here’s what you need to know about these important elements of managing your finances.

Let's have a conversation

Our Scotia advisors are here to help you plan your financial future. Talk to us today and get your retirement and financial goals on track.

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