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Planning for the (potential) costs of long-term care

Insuring against a potential expense that could range from nothing to hundreds of thousands of dollars, and could happen...

Planning for the (potential) costs of long-term care

Ask a Planner

Do you have too many shares in one company?

Anyone who has a single stock that makes up more than 5% to 10% of their investment portfolio should...

Do you have too many shares in one company?

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What you need to know before starting a home renovation

A detailed contract and insurance should be non-negotiable. Here’s how to know if yours cover all the bases.

What you need to know before starting a home renovation
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Bank-loving Canadians spend up to 10 times more on money transfers

Expats and small business owners have the most to gain by switching to online services.    

Bank-loving Canadians spend up to 10 times more on money transfers
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Investing

Can active management pay for itself in fixed-income funds?

While using low-cost bond ETFs for the fixed-income portion of a portfolio seems like the right approach, some say...

Can active management pay for itself in fixed-income funds?
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Columns

Retirement strategies to keep more money in your pocket

From income withdrawal strategies to the right software for DIY retirement plans, Peter wants to know the best ways...

Retirement strategies to keep more money in your pocket

Mutual Funds

The best mutual fund companies you’ve never heard of

A handful of independent investment firms offer well-regarded actively managed mutual funds, at a fraction of the cost of...

The best mutual fund companies you’ve never heard of

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How to get a bigger benefit from your RRSP contribution

Invest with before-tax dollars if you can, and don’t let the resulting tax refund get swallowed by by day-to-day...

How to get a bigger benefit from your RRSP contribution

Mutual Funds

Mutual fund fees and the future of investment advice

Deferred sales charges (DSCs) have been banned in every province and territory, except Ontario. Some argue the fees help...

Mutual fund fees and the future of investment advice