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Financial advisors

Investing

Do I still pay advisor fees in a self-directed account?

Simply transferring your mutual funds into a self-directed account won't lower your fees

Do I still pay advisor fees in a self-directed account?
tfsa contribution room

TFSAs

When not to contribute to a TFSA

Richard is looking for some advice on an $80K inheritance. A TFSA isn't the holy grail of investing

When not to contribute to a TFSA
unlock lira

Financial Planning

Can you unlock a LIRA early?

In Alberta there are 5 instances when you may be able to

Can you unlock a LIRA early?

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Paying off debt with investment income

Shawn can pay off his mortgage with his stock investments. The question is: Should he?

Paying off debt with investment income

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capital gains tax

TFSAs

Penalty for holding dividend stocks in a TFSA?

There are tax issues involved if you earn dividends inside your Tax-Free Savings Account

Penalty for holding dividend stocks in a TFSA?
future investment returns probate fees

Investing

How to switch out of high-fee funds

If you own expensive mutual funds you are paying for a service. If you aren't getting good value for...

How to switch out of high-fee funds

Investing

What to know about the know-your-client forms

If your advisor doesn't fill one in for you, is he disciplined?

What to know about the know-your-client forms
TFSA limit

TFSAs

Can I reset my TFSA?

John has lost money in his TFSA and he wants to figure out the best way to make lemonade...

Can I reset my TFSA?

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will

Investing

Investing as power of attorney

Selling his mother's house will leave Frank with $140,000 in proceeds. Here's what he should do with the money

Investing as power of attorney

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