Spend

Lunar New Year customs to kick off the Year of the Snake in 2025

Lunar New Year begins on Jan. 29. Many Asian Canadian families will welcome the Year of the Snake with...

Investing

Invest or pay off debt: A comprehensive guide for Canadians

Is it better to invest your money or use it to pay down your mortgage or other debt? It...

Ask a Planner

How is a non-registered account taxed upon death?

Here’s a primer for Canadians planning for the tax payable on a non-registered account at death, including capital gains...

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Moving money from RRSPs, RRIFs and TFSAs in retirement

To have liquidity and reduce taxes, Canadians can move money between registered accounts. But what are the tax, contribution...

Estate Planning

Inheritances can strain sibling relationships—how to make estate planning smoother

Communication is key to ensuring an inheritance doesn’t cause friction between siblings. Follow these tips to avoid conflicts in...

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How does a spouse’s death impact your TFSA contribution room?

A tax-free savings account inherited from a spouse is subject to special treatment. Here’s how it may impact the...

loans

Canada has new rules for high-interest loans—here they are

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News

Changes to Canada’s tax brackets, CPP contributions and more in 2025

It's a new year. What financial changes will take effect in Canada in 2025?

Investing

Making sense of the markets: Looking at 2025

What does 2025 have in store for Canadian investors? Who knows. But there are some trends to keep an...