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Financial Planning

Looking after mom and dad

When you step up to take over your aging parents’ finances, will you know what to do?

Looking after mom and dad
charitable donations

Financial Planning

Canada’s top-rated charities

Photo gallery: Charities that earned an 'A+' grade in MoneySense's annual Charity 100 ranking

Canada’s top-rated charities

Taxes

So your partner hasn’t filed taxes

The CRA won't come after you but you should question partner's habits

So your partner hasn’t filed taxes

Investing

Fidelity launches ‘StockCity’ virtual portfolio

Skyscrapers in 3D landscape represent stocks

Fidelity launches ‘StockCity’ virtual portfolio

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bonds vs. cash

Columns

Bond ETFs in taxable accounts

BMO and Horizons bond ETFs have very different structures

Bond ETFs in taxable accounts

Shopping

How and why to set a holiday budget

Set expectations, save up and make trade-offs. You'll be glad you did

How and why to set a holiday budget

Investing

Canadian mutual fund assets total more than $1 trillion

Mutual fund assets under management grew 16% in a year

Canadian mutual fund assets total more than $1 trillion
ontario budget 2017

TFSAs

Key to ‘rich’ qualifying for GIS is large TFSA

Loophole allows the rich to qualify for the GIS and reveals Canada's broken system

Key to ‘rich’ qualifying for GIS is large TFSA

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Ask a Planner

How and when to switch financial advisers

You can and should track your financial adviser's performance against a benchmark

How and when to switch financial advisers

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