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Ask a Planner

Can you move your investments from Canada to the U.S.?

Learn the tax implications of moving investments from Canada to the U.S. There’s lots to consider.

Can you move your investments from Canada to the U.S.?

Newcomers to Canada

What is a permanent resident?

Learn what a permanent resident is, as well as how to apply for permanent residency and maintain permanent resident...

What is a permanent resident?
A woman uses her phone and laptop on a sunny patio with a cocktail

News

10 financial buzzwords we kept hearing in 2024

These 10 words and phrases captured 2024’s financial mood. From coffee badging to underconsumption-core, these are the trends on...

10 financial buzzwords we kept hearing in 2024

Investing

Making sense of the markets: Looking back on 2024

Looking back at 2024, we go through the Canadian and U.S. stock exchange predictions, as well as crypto, Tesla...

Making sense of the markets: Looking back on 2024

Ask a Planner

Can Canadian investors save tax when a stock’s company goes bankrupt?

You may be able to get some tax relief when the stock of a company you hold goes bankrupt....

Can Canadian investors save tax when a stock’s company goes bankrupt?
Two glasses shown half-full to demonstrate the optimism from investment advisor Allan Small.

Columns

Why I’m optimistic about the markets in 2025–tariffs or no

This advisor isn’t losing any sleep over the markets. In fact, looking back at 2024 and forward into 2025,...

Why I’m optimistic about the markets in 2025–tariffs or no
Gold coin shaped like a snowflake, stamped with a bitcoin logo

Crypto

Where is bitcoin headed in 2025?

Bitcoin’s value surpassed the USD$100,000 mark in late 2024. Here’s what could affect bitcoin and other cryptocurrencies in the...

Where is bitcoin headed in 2025?
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Save

What types of tax-free savings accounts (TFSAs) exist?

A tax-free savings account (TFSA) is a fantastic way to earn money on your savings, without having to pay...

What types of tax-free savings accounts (TFSAs) exist?
Canadian retiree looking at the 2025 tax brackets adjusted for inflation

Retired Money

What retirees need to know about tax brackets for 2025

Those at or near retirement need to account for slightly higher tax brackets, as well as higher Basic Personal...

What retirees need to know about tax brackets for 2025