A bird flying in the sunset to symbolize the 60/40 balance portfolio as a pheonix rising again.

Retired Money

The 60/40 portfolio: A phoenix or a dud for retirees?

Retired or near retirement and rethinking the classic balanced...

The 60/40 portfolio: A phoenix or a dud for retirees?
A young couple looking worried about inflation while grocery shopping

Investing

Making sense of the markets this week: October 23

High interest rates aren’t necessarily bad for banks, the...

Making sense of the markets this week: October 23
A woman reads an article online about her options as a long-term investor

Ask a Planner

Is now the time for a long-term investor to abandon stocks?

It’s been a difficult year for stock investors. Should...

Is now the time for a long-term investor to abandon stocks?
Three seniors are sitting at a table posing for a selfie photo as they play poker together. it's a symbolic photo representing how tontines work.

Retired Money

Tontines in Canada: Moving from theory to practice as a solution to our retirement crisis

You may be hearing about new products that sound...

Tontines in Canada: Moving from theory to practice as a solution to our retirement crisis

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An adult man, acting as power of attorney, hugs his senior mom. He's wondering about gifting her assets while she's in a home.

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Gifting a parent’s assets using a power of attorney

As power of attorney, does it make sense to...

Gifting a parent’s assets using a power of attorney
A man is looking over the city of Stockholm, Sweden, wondering about his investing options as a non-resident of Canada.

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Can a non-resident open an investment account in Canada?

What are the options for investing as a non-resident...

Can a non-resident open an investment account in Canada?
A monopoly game is in session, symbolising how a couple could owe each other money with spousal loan strategy.

Ask a Planner

How to invest with spousal loans for Canadians—and how to pay it back

There is plenty of advice on setting up a...

How to invest with spousal loans for Canadians—and how to pay it back
A woman in her 50s-60s is looking to transfer the funds of a LIRA to an RRSP with no contribution room in Ontario on her iPad.

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Can a LIRA be transferred to an RRSP with no contribution room in Ontario?

Moving money from a LIRA or LIF to an...

Can a LIRA be transferred to an RRSP with no contribution room in Ontario?

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U.S. withholding tax in an RRSP for Canadians

For Canadians who have withholding tax on U.S. income...

U.S. withholding tax in an RRSP for Canadians

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