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...

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...

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...

ETFs

Will Canadian HISA ETFs survive the new rule change?

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

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...

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...

Retirement

What’s the average monthly retirement income in Canada?

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My MoneySense

Tareq Hadhad unpacks his investing journey and how Peace By Chocolate came to be

The Syrian refugee turned CEO of Nova Scotia-based Peace By Chocolate shares the secrets of his sweet success.

FHSA

Is the FHSA tax-deductible?

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Fidelity Investments Canada ULC