Ask a planner Archives

Tax season brings plenty of confusion—and costly mistakes. Here are some commonly misunderstood expenses Canadians often try (but fail)...

CPP and QPP are cornerstones of retirement income for Canadians. How do you confirm what you are entitled to...

Filing your 2025 taxes in 2026? Here are the key changes, cancelled credits, and CRA updates Canadians need...

If you leave Canada and own a rental property, or you are a non-resident and you buy a rental...

Learn how inheriting a US IRA or 401(k) works for spouses and non-spouses, including taxes, withdrawal rules, and opportunities...

What to know about filing taxes after a death in Canada, including notifying the CRA, executor duties, final returns,...

Shareholder loans are often misunderstood by incorporated business owners. It is important to consider the tax implications.

If you’re not among the few who max out their TFSA every January 1, these new year TFSA tips...

Silvana is wondering if a trust for her home could save taxes or help with estate planning. Here’s what...