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Estate Planning

A Canadian DIY investor is wondering if they should hire a planner.

Financial Planning

Do you need a planner if you’re a DIY investor?

The hidden costs of doing it alone: Why Canadian DIY investors should consider guidance from a professional planner.

Do you need a planner if you’re a DIY investor?
A Canadian single woman at work, looking at her investments on her phone.

Investing

How women can start investing

You have a lot of financial responsibilities—and you’re managing them all on your own. But how are your investments...

How women can start investing
A young mom and her daughter in a park

Life Insurance

Do you have enough life, disability and illness insurance? Find out before you need it

Do you have the best life insurance for your life stage? Experts say young Canadians are often underinsured. Here’s...

Do you have enough life, disability and illness insurance? Find out before you need it

Columns

How to allocate a RRIF for secure income in retirement

Should you hold equities? Fixed income? An annuity? Or all three? Financial advisors debate the options in today’s “tariffied”...

How to allocate a RRIF for secure income in retirement

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Seniors estate planning

Ask MoneySense

Should I draw down my RRIF to avoid estate taxes?

Yes, your estate will pay a high rate of tax on your RRIF when you die. But it usually...

Should I draw down my RRIF to avoid estate taxes?
A senior-age woman looks at her tablet on a park bench.

Retirement

CPP payment dates in 2025, and more to know about the Canada Pension Plan

Here’s how Canada’s retirement pension plan works, who’s eligible for CPP, when you can start receiving CPP, and CPP...

CPP payment dates in 2025, and more to know about the Canada Pension Plan

Ask a Planner

When and how should I start drawing on my retirement savings?

There’s more than one way to optimize your income after retiring. Some strategies can boost wealth, and others may...

When and how should I start drawing on my retirement savings?
A Canadian couple going over the duties of a power of attorney for property and if they should hire someone for the role.

Estate Planning

Can you hire someone to be power of attorney for property in Canada?

Here are the considerations before becoming a power of attorney for property and what to do if you’re unable...

Can you hire someone to be power of attorney for property in Canada?

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Ask a Planner

Can you decline or step down as power of attorney in Canada?

Power of attorney compensation can be high, but the role can be a lot of work. Here’s what happens...

Can you decline or step down as power of attorney in Canada?

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