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Ask a Planner

Financial gifts: What you need to know before giving money or investments

Whether you're giving to a family member or a cause you believe in, these considerations will help ensure your...

Financial gifts: What you need to know before giving money or investments
A man with a wedding band is meeting with a lawyer to go over will documents.

Ask a Planner

Can you avoid probate taxes on TFSAs?

Find out how to shield TFSAs from probate taxes, when no beneficiary or successor has been named for the...

Can you avoid probate taxes on TFSAs?
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Investing

The tax implications of gifting adult children money and more

A reader asks about investing in his RRSPs after 71, withdrawing from RRIF and a sizable gift of money...

The tax implications of gifting adult children money and more
A grandmother hugs her grandchild in the early morning

Estate Planning

How to leave money to your grandkids

If you’re a grandparent and want to leave money to your grandchildren, here are tips on how best to...

How to leave money to your grandkids

Investing

Best investment strategies for newcomers to Canada

This family has an extra $10,000 they'd like to grow

Best investment strategies for newcomers to Canada

Travel

4 great-value spring break travel destinations for Canadians

Take your pick of awe-inspiring architecture and historical sites, natural wonders, great food and more, in cold or warm...

4 great-value spring break travel destinations for Canadians

Taxes

Audit-proof your side hustle

The freedom of self-employment comes with the burden of calculating what you owe in taxes and other payments to...

Audit-proof your side hustle

Columns

Is an RRSP loan a good idea?

Depending on which tax bracket you’re in and whether you have other debt, you might be better off simply...

Is an RRSP loan a good idea?
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Financial Planning

How to prepare your finances for coming to Canada

How to prepare your finances for coming to Canada