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Should partners combine their finances before marriage?

Mathew wants to help his girlfriend kickstart an investing plan. Is gifting money for her TFSA a good idea?

Should partners combine their finances before marriage?

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Should you use your RRSP to fund a later-in-life university degree?

At 58, Agatha plans to pursue a master’s degree. Should she use tap into her retirement savings to fund...

Should you use your RRSP to fund a later-in-life university degree?

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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...

Moving to the U.S.? Here’s what to do with your Canadian investments

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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...

The bank of grandma and grandpa

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“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...

“Will my hard-working teen have to pay tax on withdrawals from our family RESP?”

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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.

What to do with a monetary advance on your inheritance

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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...

Avoiding future interest is one way to look at your return on investment

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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 handle death inside a joint investment account

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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

How to calculate capital gains and losses on rental property

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