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A middle-aged man drinks coffee in a cafe

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“Why do I need a financial plan?”

“Why do I need a financial plan?”
An adult man, acting as power of attorney, hugs his senior mom. He's wondering about gifting her assets while she's in a home.

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Gifting a parent’s assets using a power of attorney

As power of attorney, does it make sense to divide up a parent’s assets before their death?

Gifting a parent’s assets using a power of attorney
Two shiny red apples and a green apple are shown to symbolize the comparison of GICs and annuities for retirement

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Annuity vs. GIC: What makes sense for retiring?

Annuity vs. GIC: What makes sense for retiring?
A woman sitting at her laptop gazes upward, deep in thought.

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How capital gains tax on property is divided in a divorce

When a couple separates, how does owning, transferring and dividing multiple properties affect capital gains?

How capital gains tax on property is divided in a divorce

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A woman is sitting in a lawyer's office reading a power of attorney document, and she is wondering what the fees are for a POA in Ontario.

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Are fees payable for acting as a power of attorney?

Can you be paid for a role as an attorney for property, in particular, after the position has already...

Are fees payable for acting as a power of attorney?
a woman cosigns on a loan in a sunny office

Qualified Advice

I cosigned a motorcycle loan and the owner passed away: What are my obligations to the bank?

A Certified Financial Planner helps a reader understand their obligations—and their options—after cosigning on a loan.

I cosigned a motorcycle loan and the owner passed away: What are my obligations to the bank?
A father and his son and daughter are in the bathroom, brushing their teeth, getting ready for bed.

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What happens to your TFSA when you die

This is how a TFSA gets distributed in the event of a death, plus, info on making sure it...

What happens to your TFSA when you die
A man is seen sitting an thinking

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Should you leave corporate savings in your company?

Chris has a lot of money saved in his corporate bank account and wants to take it out with...

Should you leave corporate savings in your company?

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A woman in her retirement years sitting at a sewing machine

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Corporate investments for retirees

Retired with cash and investments in a corporation, and wondering how to withdraw with minimal tax implications?

Corporate investments for retirees

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