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Ask a Planner

How does rent from a family member or common-law partner get taxed?

Is rent from a family member or common-law partner taxable? Learn when it counts as income, what expenses you...

How does rent from a family member or common-law partner get taxed?
woman prepares her tax return

Taxes

2025 tax credits, due dates, and when you can file: Your 2025 income tax return guide

Everything Canadians need to know about 2025 income taxes: filing dates, CRA deadlines, tax credits, brackets, and what’s new...

2025 tax credits, due dates, and when you can file: Your 2025 income tax return guide
McGill University is seen in Montreal, on Friday, Oct. 13, 2023.

Investing

A simple guide to investing your first $500

Young Canadians don’t need thousands to start investing. Experts explain how to invest $500 wisely, choose the right account,...

A simple guide to investing your first $500
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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

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People look on as an Air Transat plane takes off at Trudeau in Montreal, Sunday, June 11, 2023. Signs warning people that the consumption of food is prohibited have been erected at Jacques de Lesseps plane spotting park to deter the gathering of birds. THE CANADIAN

News

Air Transat plans new loyalty program with Desjardins and Visa

A new Air Transat loyalty program is coming in the second half of the year, but questions remain about...

Air Transat plans new loyalty program with Desjardins and Visa

Newcomers to Canada

Real money hacks to use when prices feel out of control

Everyday costs in Canada keep rising even as inflation cools. Here are practical, lesser-known money-saving hacks to stretch your...

Real money hacks to use when prices feel out of control

Newcomers to Canada

Want to start a business? Work on your personal finances first

For those new to Canada, it's especially important to build a solid financial base to boost your chances of...

Want to start a business? Work on your personal finances first
Calculator and pencil with some papers

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Can you save tax by putting severance into a corporation?

A CFP breaks down how severance and salary continuance are taxed, and explains when corporations do (and don’t) make...

Can you save tax by putting severance into a corporation?

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Couple using a tablet while in a meeting with a banking professional.

Financial Planning

From flight to fight: How to strengthen your financial resilience

Canadians are under growing financial strain. Here’s how to move from financial anxiety to action and build resilience with...

From flight to fight: How to strengthen your financial resilience

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