Financial Planning Advice

Old-school investors may find the capital preservation techniques they have relied on in the past won't work the same...

It can get complicated, especially if the surviving owner resides overseas—where that country's tax laws may apply as well.

We break down what to expect from this "pay what you wish" income tax return preparation platform, offered by...

Paul and his wife have a non-registered investment account and want to make sure they are reporting the income...

Don wants to know exactly when is the cutoff for contributions in his wife’s case, and when to convert...

John's advisor seems impressive, but he's left out an important consideration: What kind of lifestyle does his client want...

My 79-year-old mother has received a monetary gift. What’s the best way for her to use it to supplement...

…and how to get the answers you deserve!

Financial Planning Association of Canada partners with MoneySense to offer professionally vetted, timely personal finance content to the broadest...