What to consider when naming investment account beneficiaries
Whom you name as your account beneficiary—and whether you name one—can have tax and estate implications. Here’s what you...
Financial Planning
RESP advice for Canadian citizens living in the U.S.
Sohail has become a non-resident of Canada, but still has a RESP account he is contributing to each month....
4 ways to pass along the family cottage
Minimizing tax is only one factor to consider when passing on the family cottage.
Is building an emergency fund more important than other financial goals?
Sami, 51 and single, wants to put extra mortgage payments and RRSP contributions on the back burner until her...
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Is this couple on track to leave their 3 kids an inheritance?
Bob and Janet are DIY investors seeking advice on how to reach their estate-planning goals. They can improve their...
Should you update your financial plan given recent volatility?
Investors need to expect volatility and plan for it—not only in relation to the COVID-19 pandemic, but always. It’s...
How can you protect yourself from financial abuse?
Anyone can fall prey to this common form of domestic violence. Experts share advice on how to tell if...
Mapping out a clear path for your investments at retirement
Robert is 60 and has a low risk tolerance. So how should he invest his money to suit his...
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Can you gain entry to your formerly shared home after a separation?
Marlon's name is still on the mortgage of a home he signed over to his ex when they split....