What is U.S. withholding tax?
If you’re a Canadian resident who receives business or investment income from the U.S., find out how U.S. withholding...
What is direct indexing? Should you build your own index?
If you’re wealthy enough to be retired or semi-retired, you’re probably well positioned to consider a hybrid investing strategy...
Do you pay withholding tax on U.S. ETFs?
A Canadian-domiciled ETF is almost always subject to U.S. withholding tax, but there are exceptions and a foreign tax...
6 money moves to prepare for the holidays—with a recession to come
The holidays are almost here and, according to many financial experts, so is a recession. Here’s how to plan...
Is it better to list a beneficiary on registered investments or have the account go to the estate?
When is it better to have beneficiaries listed on investment accounts versus leaving everything to the estate?