Ask a Planner Archives

The Québec tax system has some key differences compared to other parts of Canada or other countries. Here is...

If you’re not among the few who max out their TFSA every January 1, these new year TFSA tips...

Silvana is wondering if a trust for her home could save taxes or help with estate planning. Here’s what...

Learn how charitable donations can reduce your taxes in Canada, which organizations qualify, and strategies for couples and investors...

A DB pension plan member may have the opportunity to buy back pensionable service to increase their future pension....

Under what circumstances can you obtain the greatest tax savings on this $2,000 credit?

Learn how the CRA’s updated Voluntary Disclosures Program works, who qualifies, and what relief you can expect if...

A MoneySense reader wants to pre-fund the ongoing expenses for her house to make it easier for her kids...

David Chilton’s The Wealthy Barber returns for 2025, updated for today’s costs, new investment tools, and a new generation...