Tools and habits to stay on track with your money goals
Goal tracking is an important part of proactive financial planning. Here are some tools and habits to try to...
Estate Planning
Can I leave a house to minor children?
When preparing your estate plan, does it make sense to leave property to minor-aged children?
Should RRIF withdrawals be based on the younger spouse’s age?
Is there an advantage to using a younger spouse’s age to calculate minimum RRIF withdrawals? Find out.
Financial gifts: What you need to know before giving money or investments
Whether you're giving to a family member or a cause you believe in, these considerations will help ensure your...
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Can you avoid probate taxes on TFSAs?
Find out how to shield TFSAs from probate taxes, when no beneficiary or successor has been named for the...
How to leave money to your grandkids
If you’re a grandparent and want to leave money to your grandchildren, here are tips on how best to...
Tontines in Canada: Moving from theory to practice as a solution to our retirement crisis
You may be hearing about new products that sound like tontines, even if they’re not called tontines. Here’s why....
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Gifting a parent’s assets using a power of attorney
As power of attorney, does it make sense to divide up a parent’s assets before their death?