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Financial Planning

The best way to transfer investments to your spouse

Dean has investments that he wants to transfer to his spouse. There are tax implications depending upon how the...

The best way to transfer investments to your spouse

Banking

Why Canada needs open banking

Open banking would increase financial sector competition, resulting in better products for consumers.

Why Canada needs open banking

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The best TFSA investment for a time horizon of 3 to 5 years

And why an ETF may not be the answer

The best TFSA investment for a time horizon of 3 to 5 years

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She’s 34 and wants to retire at 65 with $70,000 a year. Can she?

Jenna's quick calculations show she'll need $2 million in savings. Is that really true?

She’s 34 and wants to retire at 65 with $70,000 a year. Can she?
Calculating taxes on an inherited RRIF

Taxes

After inheriting a RRIF account, how to know what you owe the taxman

Randy’s wife is the beneficiary of her late mother’s RRIF, and she wants to avoid penalties and interest on...

After inheriting a RRIF account, how to know what you owe the taxman

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How non-residents are taxed on dividends and other forms of income

Gregor is worried because his dividend paying mutual funds aren't sending him tax slips

How non-residents are taxed on dividends and other forms of income

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How your tax bracket decides whether a TFSA or RRSP contribution is best

And why your tax bracket in retirement is also key

How your tax bracket decides whether a TFSA or RRSP contribution is best
well dressed woman on a street holding shopping bags

Investing

RRSP deadline: A procrastinator’s guide

If you've waited until the last minute to contribute to your Registered Retirement Savings Plan, don't make things worse...

RRSP deadline: A procrastinator’s guide

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Can we retire in 10 years and earn $50,000 annually?

Sally and Wade hope to have an annual income of $50,000 annually from pensions and investments

Can we retire in 10 years and earn $50,000 annually?