Ask a Planner Archives

Just know that your dividends will turn up on your tax return whether you like it or not

Margaret has received an inheritance in Canada, but lives in the U.S. What should be her next steps?

Depending on your income, an OAS application could be a huge mistake

How capital gains tax works with a TFSA, plus other need-to-know info

Richard is looking for some advice on an $80K inheritance. A TFSA isn't the holy grail of investing

In Alberta there are 5 instances when you may be able to

Shawn can pay off his mortgage with his stock investments. The question is: Should he?

Should you buy your parent's home to dodge probate?

Avoiding U.S. stocks in your TFSA may lead you to pay more tax