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A multi-generational photo, showing the impact of a death in the family, estate planning and the final return

Taxes

The final tax return after death: How it gets done in Canada

The final tax return after death: How it gets done in Canada

Real Estate

What is an FHSA?

What is a first home savings account? It’s a registered account with tax-saving opportunities. But there’s more.

What is an FHSA?
A mother and daughter are seated on a couch discussing plans for a disabled beneficiary trust

Ask a Planner

Estate planning and trusts for a beneficiary with a disability

When seeking advice that may involve multiple disciplines, including estate planning for a beneficiary with a disability, what type...

Estate planning and trusts for a beneficiary with a disability
A man and woman on a beach hold cushions saying Mr. Right and Mrs. Always Right

Financial Planning

Married with money: How to combine finances with your partner

Married with money: How to combine finances with your partner

Real Estate

What is a lien?

Before you buy something valuable like real estate, a used car or a collector’s item, check if it has...

What is a lien?

Taxes

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 U.S. withholding tax?

Investing

What is tax-loss harvesting?

Investors can use this strategy to reduce taxes in certain investment accounts. Find out how tax-loss harvesting works and...

What is tax-loss harvesting?
Scenes of a stock exchange to show what direct indexing is trying to mimic

Retired Money

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...

What is direct indexing? Should you build your own index?

Estate Planning

What is an executor?

Have you been named the executor of someone’s will? Are you looking to name someone as yours? Find out...

What is an executor?