How to “Marie Kondo” your finances
If you’re overwhelmed by financial clutter, here’s how to start fresh.
Financial Planning
Is a name change on a will a game-changer?
Creating a will is a good thing to do. It dots the Is and crosses the Ts. But what...
The Canadian investing book about ETFs that will have you saying eh-T-Fs
When researching what to do with the ETFs in your portfolio, here’s some recommended reading—after you read this article,...
How does an executor pay estate expenses during the probate process?
An executor is expected to pay the expenses of an estate on time, but what happens if the estate...
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6 money lessons I wish I knew in my 20s
Columnist Sandy Yong wants to help young Canadians get ahead financially. Here are the money lessons she wishes she’d...
Budget 2022: How it may affect Canadians’ finances and investments
The budget includes a new program for first-time home buyers, bank taxes, dental coverage and more. What does it...
What it’s like to work with a financial advisor
If you’ve never worked with a financial advisor before, here’s what to expect—starting with how to find an advisor...
How financial advisors can help at different life stages
Whether you’re a newlywed or looking forward to retirement, a financial advisor can help you plan for a healthy...
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Understanding the 1994 capital gains tax election
There is a $100,000 capital gains exemption that applied until 1994. Find out if it can be used to...