Ask a planner Archives - Page 8 of 9

Ralph has unused savings in a registered education savings plan, and wonders if he can move the taxable portion...

Donating, rather than selling, could be a way to put money back in your pocket in the form of...

Charles wants to know if he should consider buying wealth insurance in order to maximize the after-tax value of...

Consider the impact of potential capital gains tax, what might happen to the property if your child gets divorced...

The idea is to split income, following Canada Revenue Agency guidelines, so the family pays less tax overall.

If your employer offers a matching contribution, you get an automatic return on investment that would be tough to...

Mathew wants to help his girlfriend kickstart an investing plan. Is gifting money for her TFSA a good idea?

At 58, Agatha plans to pursue a master’s degree. Should she use tap into her retirement savings to fund...

Set to start a new job south of the border, Justin will need to consider that registered and non-registered...