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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Maureen’s husband wants to put a $200,000 gift from her parents toward their mortgage, but she isn’t convinced.
Should Vince cash out his medical pension to pay down his mortgage, or keep it as an indexed $400...
After Vee’s father passed away, her advisor made some transactions that she’s now questioning.
Chris’s rental property used to be his principal residence. After enduring some bad tenants, he’s looking to sell
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Cindy and her husband are looking for strategies to help them save on taxes in retirement.
81-year old Lydia wants to minimize tax and maximize the estate value of her RRIF on death
Mel can't get a straight answer from his bank about his investment fees and is looking for some input...
Ellen is curious how pension income splitting works when there is a big age difference between spouses. There are...
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Rob’s wife is unable to work due to a chronic illness. He’s trying to plan for tax reduction in...
