Advertisement

Taxes

A Canadian DIY investor is wondering if they should hire a planner.

Financial Planning

Do you need a planner if you’re a DIY investor?

The hidden costs of doing it alone: Why Canadian DIY investors should consider guidance from a professional planner.

Do you need a planner if you’re a DIY investor?
A woman reads financial documents on her couch

Ask a Planner

How does a U.S.-dollar TFSA work?

If you have tax-free savings accounts in Canadian and U.S. dollars, here’s how to avoid overcontributing.

How does a U.S.-dollar TFSA work?
A woman checks her accounts on her phone

Taxes

How to set up CRA direct deposit

Direct deposit puts tax refunds, benefits and other government payments into your bank account faster. Here’s how to sign...

How to set up CRA direct deposit
A Canadian single woman at work, looking at her investments on her phone.

Investing

How women can start investing

You have a lot of financial responsibilities—and you’re managing them all on your own. But how are your investments...

How women can start investing

Advertisement

Advertisement

Three young kids wearing party hats

Education Money

Contributing to your grandchild’s RESPs: What grandparents need to know

Helping a grandchild pay for post-secondary education is a smart gift that keeps giving. Here’s how to maximize your...

Contributing to your grandchild’s RESPs: What grandparents need to know
Two young kids in winter clothes smile and stick out their tongues

Education Money

You opened an RESP—now what?

A registered education savings plan is the best way to save for a child’s education. Here’s how to use...

You opened an RESP—now what?
A young boy uses a laptop in class

Education Money

Reducing risk in an RESP: How to invest as your kid approaches college or university

An RESP’s investment mix should evolve over time. Here’s how to focus on growing and then preserving your savings...

Reducing risk in an RESP: How to invest as your kid approaches college or university
A senior-aged woman and her daughter chat on a park bench

Ask a Planner

Is real estate the best investment for a Canadian retiree?

I had three meetings this past week with Canadian clients where I challenged their real estate strategies. Here’s why.

Is real estate the best investment for a Canadian retiree?

Advertisement

A senior couple sing and play ukulele in their living room

Ask a Planner

How the Liberals’ re-election impacts RRIFs, taxes and more

The party’s platform proposals may impact RRIF minimum withdrawals, income tax and more. Here’s how Canadians can plan for...

How the Liberals’ re-election impacts RRIFs, taxes and more

Advertisement