Financial Planning Advice

Will we still be able to choose from the kinds of retirement options we’ve come accustomed to? Additional planning...

Michael is thinking about proposing to his girlfriend, and seeks guidance about how to recognize the differences in their...

Would listing Laurel as her aging mother’s joint account holder simplify management of her mother’s affairs if she is...

Most or even all of your Canada Pension Plan benefits may be lost to your partner, should you die...

David is shocked by how much tax is deducted from his RRSP withdrawals, despite his low income. What are...

Katie and Tom just received a tax-free, lump-sum insurance payout. They’d like advice on how to prioritize RRSPs, TFSAs,...

With North American stock markets down more than 30% from their recent highs, Canadians who are retired or close...

Marina was recently laid off from the job she held for 17 years. She received about half of what...

Like a reverse mortgage, you would borrow against the policy’s cash value. When you pass away, the loan is...