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Ask a Planner

Should you sell stocks you inherit?

Inheriting stocks? Learn the tax rules, when to sell, and how to decide if keeping inherited investments makes sense...

Should you sell stocks you inherit?
The MEG Energy Corp. logo is seen in this undated handout photo.

News

Cash vs. stock: MEG shareholders face stark choice in takeover battle

The oilsands takeover fight intensifies as MEG investors prepare to choose between short-term payout and long-term equity gains.

Cash vs. stock: MEG shareholders face stark choice in takeover battle

ETFs

Which ETFs are the most tax-efficient for Canadian investors?

How taxation of ETFs works in non-registered accounts, and some fund suggestions that will allow you to keep more...

Which ETFs are the most tax-efficient for Canadian investors?
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Fraud and Scams

How to protect your identity

How to protect your identity

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Fraud and Scams

How to protect your passwords from fraud and identity theft

How to protect your passwords from fraud and identity theft
Person sitting on couch with laptop

Investing

How to build an advanced couch potato portfolio

Adding unrepresented (or underrepresented) asset classes to a core portfolio can reduce risk, increase returns, or both. Here are...

How to build an advanced couch potato portfolio
A woman works on her laptop while sitting on a couch

Investing

How to build a core couch potato portfolio

Three ways for Canadians to create a basic low-fee, low-maintenance investment portfolio, with sample asset-allocation models.

How to build a core couch potato portfolio
A contractor in a hard hat checking his computer and talking on his phone

Fraud and Scams

How to protect your small business from fraud

How to protect your small business from fraud

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Investing

How to build a couch potato portfolio

The theory and practice behind assembling a do-it-yourself investment account using index funds.

How to build a couch potato portfolio

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