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TFSAs & RRIFs: What’s the difference between beneficiaries, successor holders and successor annuitants?

A Certified Financial Planner helps a reader understand these titles, the differences and which one is best.

Taxes

I’m a victim of CERB fraud—years later, I’m still dealing with the tax implications

Working through a tax discrepancy with the CRA shouldn’t be difficult, but my experience tells a different story. Here’s...

Banking

When a bank’s not a bank: How fintech—and neobanks in particular—are transforming banking in Canada

Neobanks are giving Canadians alternatives to big, traditional banking institutions. We break down what neobanks are, how they got...

Investing

A contrarian approach to inflation, interest rates and the markets

Inflation and interest rates are likely to rise in 2022. Here’s how to reposition portfolios in response.

Investing

Making sense of the markets this week: January 16

It’s growth vs the Fed, global dividend growth that might be topped by Canadian dividends, plus a gusher of...

Investing

How to create a DIY investing strategy

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Pensions

Should you apply for OAS even if you have a high income?

If you are a high-income senior whose Old Age Security would be fully clawed back, find out if you...

Investing

Making sense of the markets this week: January 9

Let’s kick off 2022 with a look at 2021 asset returns and the “January effect.” As January goes, often...

Taxes

Principal residence exemption: Would a senior get a tax credit for selling their house if they move out?

Sometimes, seniors must move out of their home. What are the tax implications of selling the home? Does principal...