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Ask a Planner

How to stop debt or pension payments after someone has died

Jarnail’s son passed away recently, yet his student loan payments continue to be withdrawn. What should his next steps...

How to stop debt or pension payments after someone has died
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Investing

Making sense of the markets this week: May 10, 2021

Celebrity investors help push Wealthsimple's valuation even higher into the stratosphere; U.S. stocks thrive on pessimism; why rental companies...

Making sense of the markets this week: May 10, 2021
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Investing

How much real estate should you have in a balanced portfolio?

REITs and REIT ETFs offer exposure to residential or commercial real estate, without the hassle of being a landlord....

How much real estate should you have in a balanced portfolio?
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Can you claim a principal residence exemption on real estate occupied by a child?

Jim has lived in his home, rented part of it to a tenant, and currently has his son living...

Can you claim a principal residence exemption on real estate occupied by a child?

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Investing

Making sense of the markets this week: May 3, 2021

There's money to be made in energy, but fund managers are hesitant to go there; why Warren Buffett is...

Making sense of the markets this week: May 3, 2021
older man at laptop computer

Ask a Planner

New investment approaches for risk-averse Canadians

Old-school investors may find the capital preservation techniques they have relied on in the past won't work the same...

New investment approaches for risk-averse Canadians
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Investing

Making sense of the markets this week: April 26, 2021

Investors are pumped up on early U.S. earnings reports; predictions about when this bull run will end; and why...

Making sense of the markets this week: April 26, 2021
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Ask MoneySense

What are the tax consequences of real estate joint ownership when one owner dies?

It can get complicated, especially if the surviving owner resides overseas—where that country's tax laws may apply as well.

What are the tax consequences of real estate joint ownership when one owner dies?

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David Bowie's walk of fame star

Investing

Making sense of the markets this week: April 19, 2021

What David Bowie and bitcoin have in common; investing in fine wine isn't just for the ultra-wealthy any longer;...

Making sense of the markets this week: April 19, 2021

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