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Investing

Should investors worry about suspended guidance?

Because of the uncertainty around the COVID-19 crisis, many companies are refusing to say what kind of earnings or...

Should investors worry about suspended guidance?

Banking

Oaken Financial review 2020 

For Canadians who are comfortable doing most of their banking online, and are looking for a range of flexible...

Oaken Financial review 2020 

Ask a Planner

“Records of my stock purchase have disappeared. What now?”

Tonya bought shares of a small company, which she sold at a loss. She’d like to use that loss...

“Records of my stock purchase have disappeared. What now?”

Investing

What to make of this quarter’s “earnings season”

With companies now beginning to report on Q1 results, this is the first time we get to see how...

What to make of this quarter’s “earnings season”

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Should you consider using joint accounts to avoid probate?

Would listing Laurel as her aging mother’s joint account holder simplify management of her mother’s affairs if she is...

Should you consider using joint accounts to avoid probate?

Retired Money

Reconsidering when to take CPP benefits amid COVID-19 risk

Most or even all of your Canada Pension Plan benefits may be lost to your partner, should you die...

Reconsidering when to take CPP benefits amid COVID-19 risk

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COVID-19 financial support for working seniors

You may still qualify for the federal government’s CERB payments, even if you collect CPP and OAS.

COVID-19 financial support for working seniors

Taxes

The right way to report shared investment income on a tax return

Does changing the ratio of your contributions put you at risk for a CRA audit? And what’s the best...

The right way to report shared investment income on a tax return

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Investing

What do recent stock market gains really mean?

While stocks are still down by about 20% since February 21, 2020, U.S. and Canadian equities have risen by...

What do recent stock market gains really mean?

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