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Retirement

Financial Planning

Your money, your move: Engage in your financial future

Five platitudes you should never simply accept from your financial advisor.

Your money, your move: Engage in your financial future

ETFs

Buffer ETFs vs. market-linked GICs: Which is better?

Both products promise upside participation with downside protection, but come with unique trade-offs and costs investors should be aware...

Buffer ETFs vs. market-linked GICs: Which is better?
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Retired Money

In planning for retirement, worry about longevity rather than dying young

Canadians are living longer, making longevity risk one of retirement’s biggest challenges. Here’s how longevity income funds like Purpose’s...

In planning for retirement, worry about longevity rather than dying young

Investing

Why Canadian investors should avoid MLPs 

The attractive headline yields and steady distributions of U.S. Master Limited Partnerships are often outweighed by tax complexities.

Why Canadian investors should avoid MLPs 

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Retirement

CPP payment dates in 2026, and more to know about the Canada Pension Plan

Review the 2026 CPP payment dates, how much you could receive, when to apply, and how the Canada Pension...

CPP payment dates in 2026, and more to know about the Canada Pension Plan
Illustration of investor sitting in a chair while investments climb

Retired Money

Unlocking the Annuity Puzzle: Why Canadians avoid what seems to be the perfect retirement vehicle

Annuities promise guaranteed lifetime income—so why do Canadians avoid them? We unpack the “annuity puzzle” and when they may...

Unlocking the Annuity Puzzle: Why Canadians avoid what seems to be the perfect retirement vehicle
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RRSPs

What’s my RRSP contribution limit?

Your RRSP contribution limit comes from unused deduction room plus 18% of last year’s income. Use our RRSP calculator...

What’s my RRSP contribution limit?

Financial Planning

Caring for a parent? Get a power of attorney

Often an afterthought, the POA document will smooth the process of seeing to their needs.

Caring for a parent? Get a power of attorney

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Ask a Planner

Making the most of the pension tax credit

Under what circumstances can you obtain the greatest tax savings on this $2,000 credit?

Making the most of the pension tax credit

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