Financial Planning Advice

Canadian investor looking at Monday, August 8 market sell-off.

Making sense of the markets this week: August 11, 2024

Japan’s carry trades spook the markets, mixed U.S. earnings are in, Shopify surges, oil and potash remain profitable.

Making sense of the markets this week: August 11, 2024

A head shot of Joseph curry on a white background is seen.

Joseph Curry Certified Financial Planner

Meet Joseph Curry Joseph Curry is the co-host of Canada’s fastest-growing retirement planning podcast “Your Retirement Planning Simplified”, featuring...

Joseph Curry Certified Financial Planner

Financial Planning

Adam Chapman financial advisor

Meet Adam Chapman Adam Chapman jokes that he’s a financial planner who helps people spend money—not save it. And,...

Adam Chapman financial advisor

Two empty Muskoka chairs on a deck, to inspire the contrast of the perks of a cottage in Canada and the financial implications.

Real Estate

Yes, a cottage is an investment property—here’s how to minimize capital gains tax

Should you “invest” in a cottage? And if you do, what happens when you sell it, give it away...

Yes, a cottage is an investment property—here’s how to minimize capital gains tax

Specialist James Denaro, right, works at his post on the floor of the New York Stock Exchange, Monday, Aug. 5, 2024. Nearly everything on Wall Street is tumbling as fear about a slowing U.S. economy worsens and sets off another sell-off for financial markets around the world.

Stocks

Why did the stock markets fall?

Financial markets around the world stabilize after Monday’s fall. Here’s what to know about how we got here.

Why did the stock markets fall?

Investing

Making sense of the markets this week: August 4, 2024

The U.S. Fed stands pat, big tech sags despite strength from Apple and Meta, consumer discretionary stocks wither, but...

Making sense of the markets this week: August 4, 2024

Canadian mom and child at the cottage she inherited from her father and shares with her siblings and step mom.

Taxes

Inheriting cottage and the capital gains implications

Jill's late husband left her a cottage. What happens if she transfers ownership to her stepchildren?

Inheriting cottage and the capital gains implications

Shopping

Why are vets so expensive?

The costs of keeping the family pet healthy have outpaced inflation in Canada. We look at why it’s happening...

Why are vets so expensive?

Ask a Planner

What happens when you can’t manage your investments anymore?

Your kids believe it’s time for someone else to manage your money, but you’re used to doing it on...

What happens when you can’t manage your investments anymore?