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Financial Planning

A phone bursting with tech emojis to symbolize tech taking over telecom

Investing

Making sense of the markets this week: July 30, 2023

Big tech still “magnificent” as telecoms disappoint, credit card giants trounce crypto and economic pessimists, U.S. Fed hike is...

Making sense of the markets this week: July 30, 2023
A young boy gets a dental cleaning

Budgeting

What is the Canada Dental Benefit?

The CDB is making dental care more accessible for uninsured Canadians. So far, it’s available for kids under 12....

What is the Canada Dental Benefit?
Friends together enjoying a coffee, as the topic of spending on experiences and affordability comes up

A Rich Life

Spending money on experiences—be honest, can you really afford it?

Canadians are focussing on spending on experiences over material things. But is that the right way to spend our...

Spending money on experiences—be honest, can you really afford it?
Son moves into rental condo that he owns with his parents. They wonder if they owe capital gains.

Ask a Planner

When your child moves into your rental property: Capital gains and how to claim principal residence exemption

When an adult child moves into their parents’ rental property, the family should be clear on a few things,...

When your child moves into your rental property: Capital gains and how to claim principal residence exemption

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JPMorgan high rise, to symbolize bank earnings from high interest rates

Investing

Making sense of the markets this week: July 23, 2023

Banks love high interest rates; Tesla and Netflix accelerate earnings, and have your investing returns been inflated away?

Making sense of the markets this week: July 23, 2023
Artistic image of the earth magnified in a drop of water

Investing

Greener days ahead: There’s a new global standard for climate-related disclosures

New ISSB guidance on climate-related disclosures will make it easier for Canadian investors to see which companies will be...

Greener days ahead: There’s a new global standard for climate-related disclosures
A giant red light-up Pepsi Cola sign at night time.

Investing

Making sense of the markets this week: July 16, 2023

BoC hikes its rate again, inflation continues to cool, passive investing and ETFs are winning, and as for earnings,...

Making sense of the markets this week: July 16, 2023

MoneyFlex

Listen up Gen Z: How to invest as a young person

As a young investor, should you manage your own stocks, use a robo-advisor or hire a professional? Find out...

Listen up Gen Z: How to invest as a young person

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7 in the sky as an analogy of the Magnificent Seven

Investing

Attention, Canadian investors—the “Magnificent Seven” stocks are dominating

Seven stocks, known as the Magnificent Seven, drove the markets up in the front half of 2023; 493 other...

Attention, Canadian investors—the “Magnificent Seven” stocks are dominating

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