Here are some questions you should be asking to ensure that you’re investing in the most tax-efficient way possible and keeping more of what you earn.

Most investors understand the key rule of not putting all your eggs in one basket. So, they typically protect their portfolio by diversifying with a wide range of investment products that can help them weather potential market storms.

In a similar way, you need to protect you and your family from any unexpected events that could derail your financial plan and negatively impact your lifestyle. Rather than take on these risks yourself, you could pass them on to an insurance company.

For many Canadians, their mortgage is often their largest debt and one of their greatest monthly expenses. Yet less than half seek the necessary advice to understand how it impacts their overall financial plan, according to a recent study conducted by IG Wealth Management, in partnership with Pollara Strategic Insights.