How to handle death inside a joint investment account
After Vee’s father passed away, her advisor made some transactions that she’s now questioning.
How “work optional” can fit into your retirement plan
It’s simple: Retire early. Supplement your pension income with earnings from part-time work you enjoy. And if you’ve planned...
Can we afford to buy a cottage?
When you're saving it helps to be focused on a goal, but Bruce Sellery says it's also important not...
The right time to take Canada Pension Plan benefits
Steve is 61 and earns $71,000 annually. Should he opt to receive his CPP early?
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4 top travel rewards programs for Canadians
The perks vary, but because there’s typically no membership fee, you can feel free to sign up for them...
What are the pros and cons of investing in private REITs?
Jeff’s private Real Estate Investment Trust has done well, but he wonders why they aren’t more widely held
Province moves to protect consumers against unqualified financial advice
Finally, the Ontario budget brings clarity to financial planner and advisor credentials. Here's how
The asset class most investors should be adding to their portfolio
And why it should make up 10% to 15% of your equity holdings
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How do life insurers treat cannabis use?
And how does being a "medicinal" or "recreational" user affect your premiums?