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Estate planning and trusts for a beneficiary with a disability

When seeking advice that may involve multiple disciplines, including estate planning for a beneficiary with a disability, what type...

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Is it better to list a beneficiary on registered investments or have the account go to the estate?

When is it better to have beneficiaries listed on investment accounts versus leaving everything to the estate?

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Should you collect CPP and OAS while working in your 60s?

If you’re in your 60s and plan to remain in the workforce, here’s what you need to know about...

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“Why do I need a financial plan?”

Presented By

National Bank of Canada

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When should you withdraw money from your corporation to invest?

Is taking money out of a corporation to invest in RRSPs, TFSAs and real estate a good decision? What...

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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?

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Annuity vs. GIC: What makes sense for retiring?

Presented By

Scotiabank

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Is a name change on a will a game-changer?

Creating a will is a good thing to do. It dots the Is and crosses the Ts. But what...

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What’s the real value of a robo-advisor?

With inflation, war and COVID, what are your options if you’re wanting a bit more from a robo-advisor? Do...