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What new bare trust tax filing rules mean for Canadians

Do Canadians have to file a trust tax return this year? What is a bare trust? What are the...

Retired Money

How to cope with the RRSP-to-RRIF deadline in your early 70s

You don’t want to miss the conversion deadline at the end of the year you turn 71—you’ll be on...

Estate Planning

Dating dilemma: When to talk about finances

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Taxes

Tax changes to know about for 2023, from home offices to house flipping

Let’s review the big changes to be aware of this tax filing season.

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How to model retirement income in Canada

The risk of having too much money left when you die is real. Often realizing this comes too late...

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Can you save on taxes by owning an investment account with your child?

Jointly owning an asset with a child comes with tax and estate implications. Here’s why it may not be...

Estate Planning

Three reasons to have a will and estate plan

Creating a will and estate plan may not be the most romantic gesture, but it’s an essential demonstration of...

Estate Planning

How to avoid or reduce probate fees in Ontario

Read about the practical strategies to reduce or avoid probate fees in Ontario, and ensure a smoother transfer of...

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Should seniors cancel their life insurance policies?

At what point do we no longer need life insurance? You will find the answer by going back to...