Moving to the U.S.? Here’s what to do with your Canadian investments
Set to start a new job south of the border, Justin will need to consider that registered and non-registered...
Financial Planning
Fight for your right to low fees
STANDUP, a new book by advisor John De Goey, shows how expensive, active advice costs Canadians billions of dollars—and...
The bank of grandma and grandpa
Sol wants to contribute to his grandkids’ future with annual gifts he’ll start now. What’s the best way to...
Juliana is single and has no children. Who should be executor of her will?
Trust companies and some lawyers provide services for people whose family and friends can’t or don’t want to take...
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Can your portfolio ever get too big for the Couch Potato strategy?
Its whimsical name gives this passive investment strategy an image problem, but it really is perfect for everyone. Here's...
What’s your investing “why?”
Instead of focusing on target returns, start with what you want the money to do for you and your...
“Will my hard-working teen have to pay tax on withdrawals from our family RESP?”
Scott is wondering how to split Registered Education Savings Plan funds between his children to minimize the tax payable...
What to do with a monetary advance on your inheritance
Maureen’s husband wants to put a $200,000 gift from her parents toward their mortgage, but she isn’t convinced.
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