Online only, 07/05/2019 / Comments (0)
Should Vince cash out his medical pension to pay down his mortgage, or keep it as an indexed $400 per month for life?
Online only, 30/04/2019 / Comments (0)
Suzanne transferred money from her LIRA to a LIF and her RRSP. Now she worries she’ll be taxed twice.
Online only, 23/04/2019 / Comments (0)
After Vee’s father passed away, her advisor made some transactions that she’s now questioning.
Online only, 16/04/2019 / Comments (0)
Chris’s rental property used to be his principal residence. After enduring some bad tenants, he’s looking to sell
Online only, 03/04/2019 / Comments (0)
81-year old Lydia wants to minimize tax and maximize the estate value of her RRIF on death
Online only, 19/03/2019 / Comments (0)
Mike wants to know what can be done to avoid a reduction in government pension income due to a one-time event.
Online only, 12/03/2019 / Comments (0)
Dean has investments that he wants to transfer to his spouse. There are tax implications depending upon how the transfer occurs
Online only, 05/03/2019 / Comments (0)
Randy’s wife is the beneficiary of her late mother’s RRIF, and she wants to avoid penalties and interest on the tax owing.
Online only, 25/02/2019 / Comments (0)
Liz has just retired and wonders if she should use her investments to pay off her mortgage, despite her advisor’s advice to the contrary.
Online only, 12/02/2019 / Comments (0)
Mel can’t get a straight answer from his bank about his investment fees and is looking for some input on investing late in retirement.