Advertisement

Ask a Planner

A woman with her daughter and grand-daughter outside in the fall

Ask a Planner

Update on bare trust tax filing rules for 2024 and beyond

Bare trust reporting requirements have gone through a few different iterations in recent years. Here’s where things stand for...

Update on bare trust tax filing rules for 2024 and beyond
Elderly age couple using laptop while sitting on sofa in living room

Ask a Planner

Which savings should retirees draw down first?

Seniors seeking a decumulation strategy may be asking the wrong questions. Start with your spending plan, then model how...

Which savings should retirees draw down first?

Columns

What happens to an RESP for grandchildren when you die?

Opening an RESP is a great way to contribute to your grandchildren’s education costs. But what happens if you...

What happens to an RESP for grandchildren when you die?

Ask a Planner

Tax implications of adding a child’s name to your rental property

To fully understand the potential tax outcomes, consider legal versus beneficial ownership, the capital gains inclusion rate, changes to...

Tax implications of adding a child’s name to your rental property

Advertisement

Advertisement

Ask a Planner

A parents’ guide to home down payment gifts and loans

Many parents loan or gift money to their adult children for real estate purchases. Here are the legal and...

A parents’ guide to home down payment gifts and loans

Ask a Planner

Which types of pension income can be split with your spouse in retirement?

Splitting income with your spouse can help you to pay less tax. Here are some types of retirement income...

Which types of pension income can be split with your spouse in retirement?
Two shiny red apples and a green apple are shown to symbolize the comparison of GICs and annuities for retirement

Ask a Planner

Annuity vs. GIC: What makes sense for retiring?

Annuity vs. GIC: What makes sense for retiring?
A woman in her late 50s/early 60s smiles, as her husband is behind her about to give her a hug. They're wondering about GICs for his retirement savigs

Ask MoneySense

Is now the time for retirees to sell stocks and buy GICs?

Is now the time for retirees to sell stocks and buy GICs?

Advertisement

Ask a Planner

Should you hold gold in a RRIF?

Is gold a safe asset to invest your retirement savings? A Certified Financial Planner offers some perspective.

Should you hold gold in a RRIF?

Advertisement