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Financial Planning

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Tax and estate planning for joint accounts

Many Canadians have questions about how accounts are transferred upon death. Here’s how it works when assets are held...

Tax and estate planning for joint accounts
Waist up photo of financial advisor Sean Wilson with a city building in the background.

Financial Planning

Sean Wilson, financial advisor

This is Sean Wilson, a Certified Financial Planner based in Calgary, Alberta.

Sean Wilson, financial advisor
Canadian couple outside their home, wondering about the cost of their mortgage payments and if they will rise.

Mortgages

Will the cost of borrowing and mortgage payments rise?

Homeowners expect monthly mortgage payments to rise upon renewal in 2025, according to a new survey.

Will the cost of borrowing and mortgage payments rise?
NY Stock Exchange with U.S. flag, and its index can be heavily weighted with tech.

ETFs

How to stay invested in U.S. stocks without the tech overweight

Concerned about the heavy tech weighting in U.S. stock indexes? Explore ETF alternatives for balanced exposure to U.S. equities.

How to stay invested in U.S. stocks without the tech overweight

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Financial Planning

Ayana Forward, financial advisor

This is Ayana Forward, a Certified Financial Planner based in Ottawa, Ontario.

Ayana Forward, financial advisor

Investing

Questrade trading fees: Good news for Canadian investors

Canadians now have three zero-commission brokerage options, including Questrade, to trade stocks and ETFs.

Questrade trading fees: Good news for Canadian investors

News

What drove U.S. inflation in January 2025

Inflation prices jumped to 0.5% from January to December, which was the largest increase since August 2023.

What drove U.S. inflation in January 2025

Estate Planning

How to stop procrastinating and cross two major money moves off your list

In this excerpt from Wealthier, authors Daniel R. Solin and Mark McGrath offer practical tips on estate and financial...

How to stop procrastinating and cross two major money moves off your list

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How to use FHSA and RRSP withdrawals for a home down payment in Canada

First-time home buyers in Canada can pull from savings in registered accounts to fund their down payment. Here’s how...

How to use FHSA and RRSP withdrawals for a home down payment in Canada

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