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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
A man on a call, while sitting at his computer, trying to figure out if he should move his CPP into his RRSPs.

RRSPs

CPP vs RRSP: Can you transfer your CPP to an RRSP?

Is it possible to transfer CPP to an RRSP? The answer is a quick one, but there’s more to...

CPP vs RRSP: Can you transfer your CPP to an RRSP?
A row of houses.

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Affordability tips for first-time home buyers to securing a mortgage

Affordability tips for first-time home buyers to securing a mortgage
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Joint tenancy vs tenancy in common in Canada: Changing ownership of assets for married and common-law partners

The tax implications of changing land owned jointly as tenants in common to joint tenancy with right of survivorship...

Joint tenancy vs tenancy in common in Canada: Changing ownership of assets for married and common-law partners

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What to consider when naming investment account beneficiaries

Whom you name as your account beneficiary—and whether you name one—can have tax and estate implications. Here’s what you...

What to consider when naming investment account beneficiaries

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Does a spouse’s real estate ownership cancel out first-time homebuyer qualifications?

Meredith’s husband purchased a condo before they got married. She’s never lived in it, and wonders if she can...

Does a spouse’s real estate ownership cancel out first-time homebuyer qualifications?

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What’s involved in moving investments from a high-fee advisor to a DIY setup?

Brett is concerned about the fees on his mutual funds and wonders if a fee-for-service advisor can help him...

What’s involved in moving investments from a high-fee advisor to a DIY setup?

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Should you update your financial plan given recent volatility?

Investors need to expect volatility and plan for it—not only in relation to the COVID-19 pandemic, but always. It’s...

Should you update your financial plan given recent volatility?

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The pros and cons of a dividend reinvestment plan

You may decide that it’s better to receive dividend distributions in cash, especially if you plan to use them...

The pros and cons of a dividend reinvestment plan

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