Financial Planning Advice

Sol wants to contribute to his grandkids’ future with annual gifts he’ll start now. What’s the best way to...

Trust companies and some lawyers provide services for people whose family and friends can’t or don’t want to take...

Its whimsical name gives this passive investment strategy an image problem, but it really is perfect for everyone. Here's...

Instead of focusing on target returns, start with what you want the money to do for you and your...

Scott is wondering how to split Registered Education Savings Plan funds between his children to minimize the tax payable...

Maureen’s husband wants to put a $200,000 gift from her parents toward their mortgage, but she isn’t convinced.

RESPs are a powerful education savings tool for parents. Here's why.

Newly mortgage-free, Mara is looking to invest $26,000 annually. But does that mean putting off life goals she could...

Rose is transitioning to semi-retirement at 65, and wonders about the tax and clawback implications of receiving CPP and...