Ask a Planner Archives

He wants to buy exchange traded funds in his RRSP, the problem is the bank said no

Len’s will was prepared in Quebec, where most of his assets are located. Now he lives in Ontario. How...

Karl is wondering if he made a mistake buying a corporate bond ETF for his teen's education savings

Rajesh and his wife are moving to the U.S. What are the tax implications of their rental property in...

It depends on if you're paying tax in Canada

The eligibility for the credit is based on your age, sources of income and tax payable

A high-interest savings account is great, but if you're willing to stray from the safety net, there are potentially...

After the death of her spouse and having left her job due to her health, Georgia is left wondering—what's...

You can jointly own assets in two ways. Remember, each has different estate planning and tax implications