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Financial Planning

Financial Plan Retirement Investment Diagram Concept

Financial Planning

American physicians moving to Canada: A prescription for cross-border success

American physicians moving to Canada face complex cross-border tax rules. Here are four key financial issues U.S. doctors should...

American physicians moving to Canada: A prescription for cross-border success
Safety deposit boxes are shown in this file photo from July 10, 2009.

Estate Planning

The safety-deposit box mistake that can leave your family scrambling

A safety-deposit box can protect important documents and valuables, but your family may struggle to access them if they...

The safety-deposit box mistake that can leave your family scrambling

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Couple sitting at a desk across from financial planner

Financial Planning

When financial expertise becomes a blind spot

The technically correct financial decision isn’t always the right one. Here’s why expertise can create blind spots when it...

When financial expertise becomes a blind spot
alberta child and family benefit

Budgeting

Bigger Alberta Child and Family Benefit payments going out soon

The third Alberta Child and Family Benefit payment of 2026 will be bigger than the last, with July ringing...

Bigger Alberta Child and Family Benefit payments going out soon

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Canada child benefit

News

Canada Child Benefit August payments drop on Thursday: Here’s the schedule for the rest of 2026

Canada's new benefit year began in July, increasing several benefit amounts by roughly 2%.

Canada Child Benefit August payments drop on Thursday: Here’s the schedule for the rest of 2026
Woman sitting at a desk on a laptop

Financial Planning

How to build a financial plan when your income is unpredictable

Freelancers face unpredictable income and unique financial challenges. Here’s how to manage taxes, savings, and cash flow when your...

How to build a financial plan when your income is unpredictable

Spend

What we lost when spending got easier

Friction at the point of sale used to give us pause to reconsider our purchases. Today's retail systems are...

What we lost when spending got easier

Newcomers to Canada

Life runs on one clock, money runs on another

Why two people at the same life stage can be years apart financially, and how timing, housing, immigration and...

Life runs on one clock, money runs on another

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Ask a Planner

We’re not wealthy. What can a financial planner do for us?

A reader just wants an assessment of her and her husband’s finances. Turns out that’s the cornerstone of financial...

We’re not wealthy. What can a financial planner do for us?

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