How to stop debt or pension payments after someone has died
Jarnail’s son passed away recently, yet his student loan payments continue to be withdrawn. What should his next steps...
Financial Planning
New investment approaches for risk-averse Canadians
Old-school investors may find the capital preservation techniques they have relied on in the past won't work the same...
What are the tax consequences of real estate joint ownership when one owner dies?
It can get complicated, especially if the surviving owner resides overseas—where that country's tax laws may apply as well.
Wealthsimple Tax review 2021
We break down what to expect from this "pay what you wish" income tax return preparation platform, offered by...
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Understanding income attribution and how to deal with it at tax time
Paul and his wife have a non-registered investment account and want to make sure they are reporting the income...
Maximizing spousal RRSP contributions in your 70s
Don wants to know exactly when is the cutoff for contributions in his wife’s case, and when to convert...
Reality-testing your financial plan
John's advisor seems impressive, but he's left out an important consideration: What kind of lifestyle does his client want...
What to do with an extra $70,000 to fund retirement
My 79-year-old mother has received a monetary gift. What’s the best way for her to use it to supplement...
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