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Financial Planning

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What to do when financial advisors don’t live up to their promises

Dana's $750,000 portfolio had weaker returns than her advisor promised. What should she do?

What to do when financial advisors don’t live up to their promises
wills

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Should the sole recipient of an estate be the executor too?

Grace is leaving her entire estate to her grandson. Who should be the executor?

Should the sole recipient of an estate be the executor too?

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What happens to extra RESP money after the kids finish university?

How to transfer extra RESP money to an RRSP in the most tax-efficient way

What happens to extra RESP money after the kids finish university?
wills

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What happens to interest on an inheritance while executors fight over a will

Will Miguel get his inheritance?

What happens to interest on an inheritance while executors fight over a will

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Financial Planning

The best way to transfer investments to your spouse

Dean has investments that he wants to transfer to his spouse. There are tax implications depending upon how the...

The best way to transfer investments to your spouse

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She’s 34 and wants to retire at 65 with $70,000 a year. Can she?

Jenna's quick calculations show she'll need $2 million in savings. Is that really true?

She’s 34 and wants to retire at 65 with $70,000 a year. Can she?

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My ex-wife earned more than me. Am I entitled to spousal support?

There are several factors a judge would look at before awarding spousal support. Income is just one.

My ex-wife earned more than me. Am I entitled to spousal support?

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How your tax bracket decides whether a TFSA or RRSP contribution is best

And why your tax bracket in retirement is also key

How your tax bracket decides whether a TFSA or RRSP contribution is best

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An advisor is charging 1.95% for an ETF portfolio. That’s too high.

Doris wants to know what she should be paying for her $100,000 portfolio.

An advisor is charging 1.95% for an ETF portfolio. That’s too high.

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