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Investing

Father with adult children, toasting during good times. The father is happy as he's taken care of his estate and avoided probate fees in Ontario.

Estate Planning

How to avoid or reduce probate fees in Ontario

Read about the practical strategies to reduce or avoid probate fees in Ontario, and ensure a smoother transfer of...

How to avoid or reduce probate fees in Ontario
A smiling young woman checks her investments on a tablet

ETFs

How to buy Fidelity ETFs in Canada

How to buy Fidelity ETFs in Canada
A Canadian woman in her 60s, pondering if, as a senior, she should cancel her life insurance.

Ask a Planner

Should seniors cancel their life insurance policies?

At what point do we no longer need life insurance? You will find the answer by going back to...

Should seniors cancel their life insurance policies?
Three siblings discuss how to divide their parents' estate

Ask a Planner

How to divide the assets of an estate between beneficiaries

Three siblings are beneficiaries of their parents’ estate, which includes several properties and investment accounts. How should they divide...

How to divide the assets of an estate between beneficiaries

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A Canadian meeting her money manager to discuss tax-loss selling.

Investing

’Tis the season for tax-loss selling in Canada

Tax-loss selling is one way that investors with capital gains can lower their potential tax bill. What is tax-loss...

’Tis the season for tax-loss selling in Canada
A stock trader sitting on a rocket, showing the November performance of the markets

Investing

Making sense of the markets this week: December 10, 2023

Interest rates stand pat, reports from small Canadian banks, the November stock market rocket, and Dave Ramsey drops pearls...

Making sense of the markets this week: December 10, 2023
Man wondering about the new rules in Canada for HISA ETFs.

ETFs

Will Canadian HISA ETFs survive the new rule change?

If you’re a Canadian investor holding HISA ETFs, know that changes are coming.

Will Canadian HISA ETFs survive the new rule change?
A woman who is nearing retirement sits comfortable in a chair enjoy a coffee

Ask a Planner

Should you hold on to unused RRSP contributions?

It may not be a good idea to save up unused RRSP contributions in order to save on future...

Should you hold on to unused RRSP contributions?

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A phone showing all the bank apps, as we look at Canadian bank earning for Q3 2023

Investing

Making sense of the markets this week: December 3, 2023

Why Canada probably isn’t in a recession, mixed results for both Canadian banks and pipelines, the mixed results for...

Making sense of the markets this week: December 3, 2023

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