On the street, a well-dressed woman reviews for finances using an app on her phone

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Tools and habits to stay on track with your money goals

Goal tracking is an important part of proactive financial...

Tools and habits to stay on track with your money goals

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How spouses with joint accounts should claim capital losses

A couple with a pair of joint accounts wants...

How spouses with joint accounts should claim capital losses
A toddler plays with a doll house to symbolize owning a home, after inheriting it from the grandparents.

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Can I leave a house to minor children?

When preparing your estate plan, does it make sense...

Can I leave a house to minor children?
A senior-age couple in party clothes celebrate a birthday

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Should RRIF withdrawals be based on the younger spouse’s age?

Is there an advantage to using a younger spouse’s...

Should RRIF withdrawals be based on the younger spouse’s age?

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Financial gifts: What you need to know before giving money or investments

Whether you're giving to a family member or a...

Financial gifts: What you need to know before giving money or investments
A man with a wedding band is meeting with a lawyer to go over will documents.

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Can you avoid probate taxes on TFSAs?

Find out how to shield TFSAs from probate taxes,...

Can you avoid probate taxes on TFSAs?
A grandmother hugs her grandchild in the early morning

Estate Planning

How to leave money to your grandkids

If you’re a grandparent and want to leave money...

How to leave money to your grandkids
A woman reads an article online about her options as a long-term investor

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Is now the time for a long-term investor to abandon stocks?

It’s been a difficult year for stock investors. Should...

Is now the time for a long-term investor to abandon stocks?

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Portrait of a photo of a man in his 50s, with a thoughtful look on his face as he ponders if he needs a financial plan

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“Why do I need a financial plan?”

“Why do I need a financial plan?”

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