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Financial Planning

Delta airplane on tarmack

Investing

Making sense of the markets this week: April 14, 2024

U.S. inflation comes in hot, Delta says revenge travel is alive and well, doubling your CPP benefits, and AI...

Making sense of the markets this week: April 14, 2024
A man invests in a covered call etf using an online broker

ETFs

What are covered call ETFs, and are they good investments?

Covered call ETFs aren’t for everyone. Here are some common misconceptions about this investment type, and who it’s best...

What are covered call ETFs, and are they good investments?
Warm family photo after talking about advanced care planning.

Estate Planning

Caring for aging parents in Canada: Financial challenges and strategies for relief

Be prepared for the financial burdens of caring for aging parents by learning about the innovative strategies that could...

Caring for aging parents in Canada: Financial challenges and strategies for relief
Grocery store produce aisle with inflating food prices

Shopping

Grocery inflation in Canada: New report for spring 2024

Grocery inflation to fall below 2% this spring, report predicts.

Grocery inflation in Canada: New report for spring 2024

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Three Canadians so happy that they just filed their 2023 income tax return

Taxes

2023 tax credits, due dates and when you can file: Your 2023 income tax return guide

We have everything you need to know about tax credits, changes and deadlines, and more. Get the info you...

2023 tax credits, due dates and when you can file: Your 2023 income tax return guide
A man works on his laptop with a small dog on his lap

Ask a Planner

How to change a past tax return

You can amend previous tax returns to include new information, such as investment management fees for a non-registered account....

How to change a past tax return
3M building

Investing

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

History repeats (or rhymes) itself in latest market upswing, FHSA celebrates its first birthday, investors getting rich from stocks,...

Making sense of the markets this week: April 7, 2024
Woman researching her withdrawal exceptions for financial hardship

Ask a Planner

Financial hardship withdrawal exceptions and increasing income in retirement

Money in a LIRA or LIF is intended to last a lifetime, making it difficult to access more than...

Financial hardship withdrawal exceptions and increasing income in retirement

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Should you buy life insurance to pay for tax owed upon death?

When you die, capital gains tax might apply to some of your assets. Can life insurance help shelter your...

Should you buy life insurance to pay for tax owed upon death?

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