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financial plan

Ask a Planner

Ask MoneySense: ‘How do I get a financial plan if I don’t know what I want?’

After financial planners told our reader they couldn’t help her because she "didn't know what she wanted," our expert...

Ask MoneySense: ‘How do I get a financial plan if I don’t know what I want?’
Serious middle aged mature man entrepreneur wearing eyeglasses looking at paper bill checking insurance invoice or tax document calculating expenses working at home using laptop computer.

Ask a Planner

Bare trust rules for 2026: Do you actually have to file a T3?

Bare trust confusion has been lingering for years. Many taxpayers wonder if this is the year they finally need...

Bare trust rules for 2026: Do you actually have to file a T3?
estate sale

Spend

The pros and cons of buying a home in an Ontario estate sale

Buying a home in an estate sale comes with its set of challenges, and this guide tells Ontario buyers...

The pros and cons of buying a home in an Ontario estate sale

ETFs

All you need to know about accumulating “.L” ETFs as a Canadian investor

Accumulating ETFs don’t defer taxation, but they can simplify compounding in a portfolio focused on the long term.

All you need to know about accumulating “.L” ETFs as a Canadian investor

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OTB notice

Ask a Planner

Ontario Trillium Benefit notice: What does it mean?

Have you received an Ontario Trillium Benefit (OTB) notice from CRA? Here is what it means and what you...

Ontario Trillium Benefit notice: What does it mean?

ETFs

Should Canadian investors break up with their bond ETFs?

Since the 2022 bond bloodbath, investors have questioned bond ETFs. Learn how stock-bond correlations, diversification benefits and alternative ETF...

Should Canadian investors break up with their bond ETFs?

Ask a Planner

How can I leave more money to my children?

The oft-cited RRIF meltdown tactic is a distraction. Concentrate instead on leaving a bigger legacy—or giving it away right...

How can I leave more money to my children?
young canadians

MoneyFlex

Why young Canadians are staying in (and what it’s really about)

From dinner parties to movie nights, staying in is on the rise. Explore why young Canadians are embracing the...

Why young Canadians are staying in (and what it’s really about)

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Retired Money

The calming genius of passive investing 

David Booth’s Stay Calm lays out the latest, highly convincing case for sticking to indexing and doing less as an investor.

The calming genius of passive investing 

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