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Ask a Planner

RRIF withdrawals: What should seniors with million-dollar portfolios do?

Seniors with large retirement accounts face a big tax-deferred liability. Which tax and estate planning strategies might help?

RRIF withdrawals: What should seniors with million-dollar portfolios do?
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Investing

What Canadian investors can do in times of world crisis and war

Stressed by headlines? Here’s how investors should manage their portfolios and their emotions in response to wars and other...

What Canadian investors can do in times of world crisis and war
A woman in a winter coat and hat with a shopping bag in front a sale sign in a store window

Shopping

Canadians spending less on gifts (and donations) for the 2023 holiday season

Feeling financial pressure, many Canadians are tightening our Black Friday and holiday shopping budgets—and we’re looking harder to find...

Canadians spending less on gifts (and donations) for the 2023 holiday season
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Investing

Making sense of the markets this week: November 12, 2023

Disney’s winning, climate change and fossil fuel profits are tough to ignore, Buffett & Munger’s gift from God, and—boring—Canadian...

Making sense of the markets this week: November 12, 2023

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Investing

What Canadian investors can learn from the BlackBerry story

CBC’s new miniseries BlackBerry looks at the 2000s super stock, but we look at five takeaways for investors.

What Canadian investors can learn from the BlackBerry story

Mortgages

Mortgage penalty calculator

Is it worth it to break your mortgage early? Use our mortgage penalty calculator to find out.

Mortgage penalty calculator
Four asset managers discuss responsible investments

Investing

Responsible investing is growing in Canada. Which ESG factors matter most?

Investors are attracted to ESG as a tool to minimize risk and boost returns, according to a new report...

Responsible investing is growing in Canada. Which ESG factors matter most?
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Ask a Planner

How is passive income taxed in Canada?

Investment income is subject to tax in Canada, including in some tax-sheltered accounts. Find out more about how passive...

How is passive income taxed in Canada?

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Investing

Borrowing money to invest

Should you open a margin account with your broker, or opt for an RRSP loan? Read about the potential...

Borrowing money to invest

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