Ask a Planner

Do you pay capital gains tax when separating or divorcing?

Concerned about the potential capital gains tax implications of a principal residence after a relationship breakdown?

ETFs

Harvesting returns from your “explore” investments

If you’re following a core-and-explore investing approach, your speculative investments might need occasional rebalancing. Here’s why you should consider...

Investing

Making sense of the markets this week: January 23

A look at U.S. earnings season. Rate hikes might begin next week in Canada. Emerging markets are left behind....

Investing

How to pick the right ETF for your needs

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Ask MoneySense

TFSAs & RRIFs: What’s the difference between beneficiaries, successor holders and successor annuitants?

A Certified Financial Planner helps a reader understand these titles, the differences and which one is best.

Taxes

I’m a victim of CERB fraud—years later, I’m still dealing with the tax implications

Working through a tax discrepancy with the CRA shouldn’t be difficult, but my experience tells a different story. Here’s...

Banking

When a bank’s not a bank: How fintech—and neobanks in particular—are transforming banking in Canada

Neobanks are giving Canadians alternatives to big, traditional banking institutions. We break down what neobanks are, how they got...

Investing

A contrarian approach to inflation, interest rates and the markets

Inflation and interest rates are likely to rise in 2022. Here’s how to reposition portfolios in response.

Investing

Making sense of the markets this week: January 16

It’s growth vs the Fed, global dividend growth that might be topped by Canadian dividends, plus a gusher of...