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Financial Planning

Investing

Making sense of the markets this week: July 5, 2021

Why investors should pay attention to the CAPE ratio; an easy way to beat the TSX; young investors' attitudes...

Making sense of the markets this week: July 5, 2021
mother and daughter in the kitchen

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What happens to real estate when a spouse dies and property isn’t held jointly? 

Barb’s mother is living in a house that was owned by her deceased father, and remains in the name...

What happens to real estate when a spouse dies and property isn’t held jointly? 

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Introducing Money Matters—a new video series from MoneySense

MoneySense partners share their answers to questions that we hope will inspire and inform Canadians about their personal finances.

Introducing Money Matters—a new video series from MoneySense
A father and a baby playing together on a bed at the cottage.

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Questions about real estate, family, finances and more

Three situations: Renovating a cottage to build an inheritance, adding names to a property and understanding capital gains. And...

Questions about real estate, family, finances and more

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Estate planning changes in Ontario

Virtual signing and remote witnessing are now permanent options for clients and lawyers creating wills and powers of attorney...

Estate planning changes in Ontario
couple holding hands by the waterfront

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IVF and adoption costs in Canada

Having kids can be expensive for every family—but for Canadians with fertility issues, there are added financial and non-financial...

IVF and adoption costs in Canada
A couple in their mid-50s sits on a bench along the water in front of of condo buildings.

Investing

Selling your house? Here’s where to invest the proceeds

What to do with the proceeds of a house sale, RRSPs and TFSAs? Invest. Here's how robo-advisors might work.

Selling your house? Here’s where to invest the proceeds
older man speaking on mobile phone

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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Jarnail’s son passed away recently, yet his student loan payments continue to be withdrawn.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...

How to stop debt or pension payments after someone has died

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older man at laptop computer

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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...

New investment approaches for risk-averse Canadians

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