Financial Planning Advice

After a lifetime of living paycheque to paycheque, a couple has won millions. Planning and investment advice from an...

Set to start a new job south of the border, Justin will need to consider that registered and non-registered...

STANDUP, a new book by advisor John De Goey, shows how expensive, active advice costs Canadians billions of dollars—and...

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.