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A retired couple at the table, they are smiling looking at a recent investment they just made on their computer.

Retired Money

CDRs vs US blue-chip stocks: Which makes more sense for Canadian investors

ADRs can be attractive, but here’s a case for CDRs for Canadians—plus a warning for tax time.

CDRs vs US blue-chip stocks: Which makes more sense for Canadian investors
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Financial Planning

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...

How financial advisors can help at different life stages
A man sits in a dentist chair, happy with the results of his latest check up, as holds a mirror inspecting his teeth.

Ask a Planner

When can you claim medical expenses on your tax return

After you pay for out-of-pocket medical expenses, what should you do with the receipts? Find out if you can...

When can you claim medical expenses on your tax return
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Investing

Making sense of the markets this week: March 20

The Fed makes the first move on rate hikes, investors show Warren Buffett some love, and the geopolitical fallout...

Making sense of the markets this week: March 20

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two sisters raising a glass of red wine as they play Monopoly and eat pizza in their kitchen.

Taxes

Capital gains when selling property to family

If you sell a property to a relative for a bargain price, does that mean you pay less tax...

Capital gains when selling property to family
A man nearing the age of retirement is working as a barber, cutting the sideburns of another man in his barber chair.

Ask a Planner

Should you start OAS if you are still working?

Not retired yet? Wondering about applying for Old Age Security? Here are the things to consider first.

Should you start OAS if you are still working?

Mortgages

Watch: Does debt impact your mortgage application?

Watch: Does debt impact your mortgage application?

Ask a Planner

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...

Understanding the 1994 capital gains tax election

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Investing

Making sense of the markets this week: March 13

Schwab looks at the economic impact of war. Will the oil shock create a recession? Plus, Canada could benefit...

Making sense of the markets this week: March 13

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