Ways to “unlock” retirement savings in a LIRA
Keith wants to know what to do with his DPSP now that it has been transferred to a locked-in...
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Unique ideas for your last will and testament
A straightforward will can work well for many people but, for some, there are clauses to consider that might...
Managing tax in a “tenancy in common” situation
Claudia wants to minimize the tax payable when selling her share of a cottage to the co-owner.
Financial literacy for seniors
If one spouse makes most or all the financial decisions, the uninvolved spouse can be left vulnerable. That's one...
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How does assisted dying impact survivor pensions?
Brian is terminally ill and wants to ensure his wife is financially cared for.
What to consider when naming investment account beneficiaries
Whom you name as your account beneficiary—and whether you name one—can have tax and estate implications. Here’s what you...
RESP advice for Canadian citizens living in the U.S.
Sohail has become a non-resident of Canada, but still has a RESP account he is contributing to each month....
Does a spouse’s real estate ownership cancel out first-time homebuyer qualifications?
Meredith’s husband purchased a condo before they got married. She’s never lived in it, and wonders if she can...
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What’s involved in moving investments from a high-fee advisor to a DIY setup?
Brett is concerned about the fees on his mutual funds and wonders if a fee-for-service advisor can help him...