What investors need to know about changes to TD e-series Funds
TD e-Series Funds have been staples for passive index-fund investors and Canadian Couch Potato enthusiasts for two decades. Here's...
Columns
How to avoid tax-payment nightmares when RRIF withdrawals start
The solution to minimizing any tax shocks? Mimic the "taxed at source" treatment most employees experience. Here's how.
“Am I on track?” Krista, a 34-year-old Montrealer, saves $20,000 a year
Longevity runs in Krista’s family—so, although retirement is 30 years away, she worries about outliving her money. How much...
Meeting with a financial planner for the first time? Here’s how to prepare
Talking with your partner about your financial future is an important first step; you need to be able to...
Advertisement
“Will selling my house help me retire sooner—and more securely?”
Karen divorced at 55 and worries about carrying mortgage debt when she retires. At the same time, she thinks...
“What is my spouse entitled to if we divorce?”
While it may seem unfair that divorce law does not favour the party who didn’t initiate a separation, non-compliance...
When your investment partners don’t play by the CRA’s rules
Marcus and some friends turned a profit on their investment property. Trouble is, two of them plan to keep...
Playing investment catch-up
At age 50, Viki’s putting aside $12,000 a year. Will that give her enough to retire comfortably at 67?
Advertisement
How are jointly held investment accounts taxed?
Joint ownership makes access to the investments easier by a surviving spouse, but requires diligent record-keeping while you’re both...