Ask a Planner Archives

CPP and QPP are cornerstones of retirement income for Canadians. How do you confirm what you are entitled to...

Robert has been taking RRIF withdrawals beyond the minimum required amount to gift to his kids and to reinvest...

It’s almost impossible to do, but the mindset around spending all your savings can help you make the best of the...

Filing your 2025 taxes in 2026? Here are the key changes, cancelled credits, and CRA updates Canadians need...

If you leave Canada and own a rental property, or you are a non-resident and you buy a rental...

Rental property investors need to report their annual income and expenses on their tax return. You must also track...

Crypto profits aren’t always tax-free. Here’s how the CRA taxes cryptocurrency transactions, mining and staking, and overseas gains.

Retirement planning for couples with a significant age difference calls for realistic projections but also flexibility.

Learn how inheriting a US IRA or 401(k) works for spouses and non-spouses, including taxes, withdrawal rules, and opportunities...