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Financial Planning

Financial Planning

Bob Joyce, financial advisor

Meet Bob Joyce, an advice-only financial planner based in Hacketts Cove, N.S.

Bob Joyce, financial advisor
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Retirement

CPP payment dates in 2025, and more to know about the Canada Pension Plan

Here’s how Canada’s retirement pension plan works, who’s eligible for CPP, when you can start receiving CPP, and CPP...

CPP payment dates in 2025, and more to know about the Canada Pension Plan

Financial literacy

Is investing gambling?—and other real-life money lessons for teens

In this excerpt from her new book, Making Bank, Shannon Lee Simmons guides young Canadians (and their parents) through...

Is investing gambling?—and other real-life money lessons for teens

Ask a Planner

When and how should I start drawing on my retirement savings?

There’s more than one way to optimize your income after retiring. Some strategies can boost wealth, and others may...

When and how should I start drawing on my retirement savings?

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Ask a Planner

Revising the fair market value of a property for tax purposes

Can you retroactively change the valuation of a rental property before selling it to reduce capital gains tax in...

Revising the fair market value of a property for tax purposes
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Mortgages

Why are mortgages so expensive in Canada?

Why are mortgages so expensive in Canada?
Woman, looking at her phone wondering, "Can I get scammed through e-transfer?"

Banking

“Can I get scammed through an e-transfer?”—and other questions about protecting yourself from fraud

“Can I get scammed through an e-transfer?”—and other questions about protecting yourself from fraud
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MoneyFlex

How to find trustworthy finfluencers—plus, 5 to follow right now

How to find trustworthy finfluencers—plus, 5 to follow right now

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A woman on her phone trying to get the money back from a scam.

MoneyFlex

6 phishing scams targeting young Canadians (and how not to fall for them)

6 phishing scams targeting young Canadians (and how not to fall for them)

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