Ask a Planner - MoneySense

What is the best way for Amy to convert her U.S. salary into Canadian dollars as she approaches retirement?...

Selling U.S. equities? Keep the exchange rate in mind

Jack has more than $100K to invest but his bank GICs aren't cutting it

In most cases, an overly complicated portfolio will work against you and your future heirs. Here's why and how...

Carmen is considering an RRIF withdrawal to transfer money to her children. But is there a better way?

Do the taxes kick in when Mary moved out in 1994 or when her spouse died in 2013?

You won't have to pay capital gains taxes within your RRSP— at least not yet

Consider the tax liability currently versus in the first year of retirement

Watch out—a DRIP could affect your asset allocation