TFSAs & RRIFs: What’s the difference between beneficiaries, successor holders and successor annuitants?
A Certified Financial Planner helps a reader understand these...
How does CPP credit splitting work if I’m divorced?
A Certified Financial Planner helps a reader understand how...
What should I do with physical share certificates?
A Qualified Associate Financial Planner helps a reader figure...
Renting vs. home ownership: Can you be financially secure without buying?
A Certified Financial Planner compares the cost and long-term...
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Questions about real estate, family, finances and more
Three situations: Renovating a cottage to build an inheritance,...
A guide to getting value from your advisor, and shifting to lower-cost investments
One option is moving mutual funds into lower-cost “D-series”...
What are the tax consequences of real estate joint ownership when one owner dies?
It can get complicated, especially if the surviving owner...
How is a RRIF taxed in the hands of a beneficiary?
The consequences of taxes and beneficiary designations on registered...
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What to do with an extra $70,000 to fund retirement
My 79-year-old mother has received a monetary gift. What’s...