Moving to the U.S.? Here’s what to do with your Canadian investments
Set to start a new job south of the border, Justin will need to consider that registered and non-registered...
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The bank of grandma and grandpa
Sol wants to contribute to his grandkids’ future with annual gifts he’ll start now. What’s the best way to...
“Will my hard-working teen have to pay tax on withdrawals from our family RESP?”
Scott is wondering how to split Registered Education Savings Plan funds between his children to minimize the tax payable...
What to do with a monetary advance on your inheritance
Maureen’s husband wants to put a $200,000 gift from her parents toward their mortgage, but she isn’t convinced.
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Avoiding future interest is one way to look at your return on investment
Should Vince cash out his medical pension to pay down his mortgage, or keep it as an indexed $400...
How to handle death inside a joint investment account
After Vee’s father passed away, her advisor made some transactions that she’s now questioning.
How to calculate capital gains and losses on rental property
Chris’s rental property used to be his principal residence. After enduring some bad tenants, he’s looking to sell
An easy guide to income splitting for seniors
Cindy and her husband are looking for strategies to help them save on taxes in retirement.
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The ins and outs of tax and estate planning for a RRIF
81-year old Lydia wants to minimize tax and maximize the estate value of her RRIF on death