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A mother and daughter are seated on a couch discussing plans for a disabled beneficiary trust

Ask a Planner

Estate planning and trusts for a beneficiary with a disability

When seeking advice that may involve multiple disciplines, including estate planning for a beneficiary with a disability, what type...

Estate planning and trusts for a beneficiary with a disability
Felt cutouts of percentage sign and graph with an arrow going up in red and green, showing a look back at 2022 and inflation and BoC rate hikes

Investing

Making sense of the markets this week: December 25, 2022

Sector returns for the year and a look back at some key posts in 2022; plus, an inflation reading...

Making sense of the markets this week: December 25, 2022
A strip of paper torn open to reveal three coins with Bitcoin logos

Investing

How to navigate growing crypto regulation in Canada

How to navigate growing crypto regulation in Canada
A block calendar is changed from 2022 to 2023, as this article covers both years in finance, investing and stocsk

Stocks

2022’s year in review: The financial highs, lows and what’s in store for 2023

A recap of the ups and downs investors and the markets dealt with in 2022 and a hint of...

2022’s year in review: The financial highs, lows and what’s in store for 2023

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Strategic Shopper

How to budget for a micro wedding

Born out of necessity during the pandemic, the intimate wedding has become the celebration of choice for couples looking...

How to budget for a micro wedding

Budgeting

How to talk to your partner about money

By taking the time to understand each other, you and your partner can build a financial plan and overcome...

How to talk to your partner about money
A man and woman on a beach hold cushions saying Mr. Right and Mrs. Always Right

Financial Planning

Married with money: How to combine finances with your partner

Married with money: How to combine finances with your partner
A woman reads an article online about her options as a long-term investor

Ask a Planner

Is now the time for a long-term investor to abandon stocks?

It’s been a difficult year for stock investors. Should you move into GICs or mortgage funds to invest for...

Is now the time for a long-term investor to abandon stocks?

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MoneyFlex

Working towards your dream lifestyle? Here’s how financial goals can help

Affording the things you want as a young adult is achievable when you follow these strategies when setting your...

Working towards your dream lifestyle? Here’s how financial goals can help

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