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Tax-reduction strategies don’t need to be complicated to work

Lou, 39, is curious about flow-through shares and other tax-enhanced investment options.

Tax-reduction strategies don’t need to be complicated to work

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Can your portfolio ever get too big for the Couch Potato strategy?

Its whimsical name gives this passive investment strategy an image problem, but it really is perfect for everyone. Here's...

Can your portfolio ever get too big for the Couch Potato strategy?
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What’s your investing “why?”

Instead of focusing on target returns, start with what you want the money to do for you and your...

What’s your investing “why?”

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Beyond financial planning: How to achieve the lifestyle you want

Newly mortgage-free, Mara is looking to invest $26,000 annually. But does that mean putting off life goals she could...

Beyond financial planning: How to achieve the lifestyle you want

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The fine art of rebalancing your portfolio

Rebalancing shouldn't be expected to boost returns, and even occasionally lowers them. But you should still do it—just not...

The fine art of rebalancing your portfolio
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Is moving $1 million out of segregated funds and into ETFs a good idea?

Sarah and her husband feel their RRSPs aren’t gaining as much as they should.

Is moving $1 million out of segregated funds and into ETFs a good idea?

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When you should take a break from investing

With marriage and a mortgage on the horizon, Eric might consider pausing his Couch Potato strategy to focus on...

When you should take a break from investing

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What are the pros and cons of investing in private REITs?

Jeff’s private Real Estate Investment Trust has done well, but he wonders why they aren’t more widely held

What are the pros and cons of investing in private REITs?

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Province moves to protect consumers against unqualified financial advice

Finally, the Ontario budget brings clarity to financial planner and advisor credentials. Here's how

Province moves to protect consumers against unqualified financial advice

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