Estate planning and trusts for a beneficiary with a disability
When seeking advice that may involve multiple disciplines, including estate planning for a beneficiary with a disability, what type...
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Is now the time for a long-term investor to abandon stocks?
It’s been a difficult year for stock investors. Should you move into GICs or mortgage funds to invest for...
Can an estate contribute to an RESP account?
Here’s what you need to know before deciding to leave money in trust for an RESP account after your...
Do you pay withholding tax on U.S. ETFs?
A Canadian-domiciled ETF is almost always subject to U.S. withholding tax, but there are exceptions and a foreign tax...
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How to plan for retirement in five or 10 years
When deciding to retire in five or 10 years, there are a few things to consider, in addition to...
Should you collect CPP and OAS while working in your 60s?
If you’re in your 60s and plan to remain in the workforce, here’s what you need to know about...
Tools and habits to stay on track with your money goals
Goal tracking is an important part of proactive financial planning. Here are some tools and habits to try to...
Should RRIF withdrawals be based on the younger spouse’s age?
Is there an advantage to using a younger spouse’s age to calculate minimum RRIF withdrawals? Find out.
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Financial gifts: What you need to know before giving money or investments
Whether you're giving to a family member or a cause you believe in, these considerations will help ensure your...