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Kristine Beese in front of a mural saying "Believe We Can"

My MoneySense

Untangled Money’s Kristine Beese on why financial plans aren’t gender-neutral

Kristine Beese, founder and CEO of Untangle Money, has redesigned financial planning with women’s needs in mind. We asked...

Untangled Money’s Kristine Beese on why financial plans aren’t gender-neutral

Investing

Questrade vs Wealthsimple: Which online investing platform is right for you?

Deciding between Questrade and Wealthsimple? We dug into the differences between these seemingly similar online investing platforms to help...

Questrade vs Wealthsimple: Which online investing platform is right for you?

Taxes

What is a marginal tax rate?

Checking which Canadian marginal tax rate applies to you can help you figure out what taxes you might owe....

What is a marginal tax rate?
Canadian investor reviewing his Questrade accounts

Investing

Questrade Review 2024: A look at what matters to Canadian investors

An online brokerage for hands-on investors, a robo-advisor for done-for-you investing, mortgages—and low fees all around. Questrade is popular...

Questrade Review 2024: A look at what matters to Canadian investors
A woman does the splits outside

Ask a Planner

4 strategies for income splitting with a lower-income spouse

If one spouse does not work, is it beneficial for the other to invest and buy stocks in their...

4 strategies for income splitting with a lower-income spouse
A mother holds her daughter in her arms in a field at sunset

Life Insurance

What is universal life insurance?

Despite its complexities and cost, universal life insurance offers greater flexibility and some tax advantages. Here’s how it works....

What is universal life insurance?
A woman in her 50s/60s talking to her husband about how to manage his DC plan

Ask a Planner

DC plans once you retire: What do you do with them?

When coming up to retirement, should your investments move with you. Find out the options for soon-to-be retirees. ...

DC plans once you retire: What do you do with them?
Two women in their 70s, happy with their decision about annuities.

Retired Money

Should retirees in their early 70s partly annuitize?

Interest rates have soared in the past year—but annuity payouts, not so much. Find out what makes sense when...

Should retirees in their early 70s partly annuitize?
A woman meets with her accountant and high fives as she files her 2022 income tax return for Canada, showing that she accurately filed on deadline, with tax claims that suited her.

Taxes

2022 Income Tax Guide for Canadians: Deadlines, tax tips and more

2022 Income Tax Guide for Canadians: Deadlines, tax tips and more