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Financial Planning

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Ask a Planner

Are mutual fund fees tax deductible?

Don’t go claiming a deduction for mutual fund fees on your tax return. Why? Because they’ve already been indirectly...

Are mutual fund fees tax deductible?
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Investing

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

What’s Dale’s take on the economy? Big U.S. bank earnings rock. Apple continues with global domination, and the bitcoin...

Making sense of the markets this week: April 23, 2023
A man with a backpack walks through a forest

Investing

An investor’s guide to ESG reporting in Canada

Companies and investment firms that report ESG performance use a patchwork of standards—if they report at all. Here’s how...

An investor’s guide to ESG reporting in Canada
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How to pick a driving school in Canada

How to pick a driving school in Canada

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A smiling man in a lab coat, in front of three other scientists at a table

Investing

Investing in the health care sector—better returns than tech?

Investing in the health care sector—better returns than tech?

TFSAs

What is considered day trading in a TFSA

The recent Ahamed v. The King decision by the Tax Court of Canada highlights risks for investors who trade...

What is considered day trading in a TFSA
Man is reading the T5 from cashing in his whole life insurance policy, and checking his notes from when he bought it.

Ask a Planner

How to calculate the taxable amount for a cashed-in whole life insurance policy

Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....

How to calculate the taxable amount for a cashed-in whole life insurance policy
A woman holds a crystal ball, as we look at the Bank of Canada inflation predictions.

Investing

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

Bank of Canada pauses rate hikes and gives crystal ball predictions, U.S. inflation goes down to 5%, TINA makes...

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

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MoneySense executive editor Lisa Hannam stands in front of text saying ”How the Bank of Canada’s Interest Rate Affects you.“

Banking

Video: How the Bank of Canada’s interest rate affects you

The Bank of Canada’s interest rate affects everything from your savings account to your mortgage payments. Learn more in...

Video: How the Bank of Canada’s interest rate affects you

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