“Why do I need a financial plan?”
A financial plan helps you consider—and revisit as needed—important...
“How do I become a money coach in Canada?”
Although regulatory requirements in most provinces permit you to...
Managing tax in a “tenancy in common” situation
Claudia wants to minimize the tax payable when selling...
“Should we refinance our mortgage?”
Rates are significantly lower than Jill and Bob have...
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Unconventional ways of investing in a family RESP
Surprise: a lump-sum contribution is likely to result in...
Should you sell your home to your kids?
Graham is considering a creative strategy to access his...
The upside to waiting until age 70 to take CPP benefits
Consider your life expectancy and probable return when making...
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Should you hold your mortgage inside your RRSP?
Yvonne wants to know how she can use her...