How to live a rich life
A rich life isn’t just about wealth. Here’s how to align your finances with your values for true happiness.
Financial literacy
Are mutual fund fees tax deductible?
Don’t go claiming a deduction for mutual fund fees on your tax return. Why? Because they’ve already been indirectly...
An investor’s guide to ESG reporting in Canada
Companies and investment firms that report ESG performance use a patchwork of standards—if they report at all. Here’s how...
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How to calculate the taxable amount for a cashed-in whole life insurance policy
Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....
Video: How the Bank of Canada’s interest rate affects you
The Bank of Canada’s interest rate affects everything from your savings account to your mortgage payments. Learn more in...
Meet Michelle Hung: The Sassy Investor who shows clients how to realize their worth
Michelle Hung is a Chartered Financial Analyst and fee-only planner who left her corporate job to help people achieve...
What are money scripts? What’s yours?
Psychologists use money scripts to help people develop a healthier relationship with finances and reach their goals. Find out...
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First home savings account: A Gen Z guide to achieving home ownership
If you want to be a home owner in Canada, here’s how the new tax-free FHSA could get you...