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Financial Planning

Crystal ball for 2024 market predictions

Investing

Making sense of the markets this week: July 7, 2024

So far this year, we’ve seen higher stock market valuations, skyrocketing U.S. tech stocks, cheap oil and rising bitcoin...

Making sense of the markets this week: July 7, 2024

Retirement

Single, no pension? Here’s how to plan for retirement in Canada

There are financial and logistical challenges to being single in retirement. Here are some tips to tackle them, especially...

Single, no pension? Here’s how to plan for retirement in Canada
A cherry pie with one slice to demonstrate the U.S. larger piece of the GDP pie.

Investing

Making sense of the markets this week: June 30, 2024

Inflation heats up, Canadians cut back gas and convenience spends, our economy continues to lose to the U.S., FedEx...

Making sense of the markets this week: June 30, 2024
A retired couple sit with a cup of coffee

Estate Planning

Cross-border estate planning: What should Canadian parents with U.S. beneficiaries do?

The transfer of Canadian estates to U.S. beneficiaries comes with various legal, tax and financial implications. Learn about the...

Cross-border estate planning: What should Canadian parents with U.S. beneficiaries do?

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Taxes

Is the capital gains hike legally binding? What it would take to change the rules

A change to the capital gains inclusion rate takes effect on June 25. We look at the likelihood of...

Is the capital gains hike legally binding? What it would take to change the rules

Auto Insurance

Compare car insurance quotes from Canadian providers

Comparing auto insurance quotes online can help you find the best coverage at a low cost.

Compare car insurance quotes from Canadian providers
A condo building under construction

Investing

Making sense of the markets this week: June 23, 2024

Are lower housing prices on the way? Plus, CPI basket makeover, National Bank shareholders digest their rich meal, and...

Making sense of the markets this week: June 23, 2024
A young man uses his laptop in a cafe
Buying your first stocks in Canada

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A family with packed bags looks at an arrivals and departures board at the airport

Ask a Planner

Goodbye, Canada: A guide to departure tax, withholding tax for non-residents

Some Canadian residents plan to retire abroad, while others are only here temporarily for work. No matter the reason,...

Goodbye, Canada: A guide to departure tax, withholding tax for non-residents

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