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Financial Planning

One simple question to ask when seeking financial advice

And why it can save you thousands

One simple question to ask when seeking financial advice

inheritance

Financial Planning

Tax-free way to pass on an inheritance while still alive

Sabina wants $30K to be used for her grandkids' education. Should she transfer it to her son's RRSP?

Tax-free way to pass on an inheritance while still alive

do you need an rrsp to retire?

Do you really need an RRSP to retire?

Riza is worried about retiring without an RRSP. But do you even need one?

Do you really need an RRSP to retire?

What to do with a $2.4 million retirement portfolio

Paul also has $130K a year in pension income for life

What to do with a $2.4 million retirement portfolio

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How does a missed HBP payment affect your bottom line?

If you miss one multiple times, it can get costly

How does a missed HBP payment affect your bottom line?

Is it okay to retire with debt?

Steve has debt but also has a generous DB pension. Should he retire?

Is it okay to retire with debt?

Borrowing to invest in an RRSP to avoid OAS clawback

Martin is still employed and wants to lower his taxes and OAS clawback

Borrowing to invest in an RRSP to avoid OAS clawback

Does life insurance beat investing to cover final taxes?

This couple needs to offset $400,000 in estate taxes

Does life insurance beat investing to cover final taxes?

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executor of wills and estates executor duties

Financial Planning

“I’ve been named an executor. Where on earth do I start?!”

Executor duties can be overwhelming. Where do you start? Here's advice.

“I’ve been named an executor. Where on earth do I start?!”

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