Ask a Planner Archives

After financial planners told our reader they couldn’t help her because she "didn't know what she wanted," our expert...

Bare trust confusion has been lingering for years. Many taxpayers wonder if this is the year they finally need...

Have you received an Ontario Trillium Benefit (OTB) notice from CRA? Here is what it means and what you...

The oft-cited RRIF meltdown tactic is a distraction. Concentrate instead on leaving a bigger legacy—or giving it away right...

There are still unique advantages to spousal RRSP accounts, even after the advent of pension splitting.

When bond yields rise, the effects ripple through the rest of the economy, and Canadians should take note. ...

You may be surprised how much RRIF income increases your tax bill after age 71. Here are some ways...

Many Canadians are entitled to compensation from a 2020 CRA class action settlement. Here is what you need to...

A reader just wants an assessment of her and her husband’s finances. Turns out that’s the cornerstone of financial...