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Grieving family gathers around computer to sort through their parents' estate

Ask a Planner

“Our parents just passed—What do we do about their estate?”

Two siblings’ complex inheritance provides a case study in minimizing death taxes.

“Our parents just passed—What do we do about their estate?”
Real estate investor in apartment neighbourhood

Real Estate

Home buyers’ alert: Terms you may not know, but should

Understanding industry jargon can make you a better real estate investor.

Home buyers’ alert: Terms you may not know, but should
Couple looking at their cottage, wondering what the impact of the capital gain changes from Budget 2024

Investing

Making sense of the markets this week: April 21, 2024

Capital gains tax inclusion rate will increase (for some), Netflix chills, U.S. bank earnings solid, and will the loonie...

Making sense of the markets this week: April 21, 2024
A couple nearing retirement embrace on the beach
How annuities work in Canada

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Young Canadian family grapples with budget

News

Federal Budget 2024: How it will affect Canadians’ finances and taxes

Learn how the federal government’s 2024 budget can affect you and your money.

Federal Budget 2024: How it will affect Canadians’ finances and taxes
Two electricians are looking at wiring inside an exposed wall, discussing if the renovation and upgrades are tax deductible

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Are home renovations tax deductible in Canada?

Doing home renovations? Find out if there are any tax incentives that Canadians are able to claim.

Are home renovations tax deductible in Canada?
Delta airplane on tarmack

Investing

Making sense of the markets this week: April 14, 2024

U.S. inflation comes in hot, Delta says revenge travel is alive and well, doubling your CPP benefits, and AI...

Making sense of the markets this week: April 14, 2024
A man works on his laptop with a small dog on his lap

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How to change a past tax return

You can amend previous tax returns to include new information, such as investment management fees for a non-registered account....

How to change a past tax return

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3M building

Investing

Making sense of the markets this week: April 7, 2024

History repeats (or rhymes) itself in latest market upswing, FHSA celebrates its first birthday, investors getting rich from stocks,...

Making sense of the markets this week: April 7, 2024

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