Ask a Planner

Are mutual fund fees tax deductible?

Don’t go claiming a deduction for mutual fund fees on your tax return. Why? Because they’ve already been indirectly...

Investing

An investor’s guide to ESG reporting in Canada

Companies and investment firms that report ESG performance use a patchwork of standards—if they report at all. Here’s how...

Investing

Investing in the health care sector—better returns than tech?

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Investing

Making sense of the markets this week: April 16, 2023

Bank of Canada pauses rate hikes and gives crystal ball predictions, U.S. inflation goes down to 5%, TINA makes...

My MoneySense

Meet Michelle Hung: The Sassy Investor who shows clients how to realize their worth

Michelle Hung is a Chartered Financial Analyst and fee-only planner who left her corporate job to help people achieve...

Investing

Making sense of the markets this week: April 9, 2023

Shaw and Rogers finally tie the knot, OPEC+ sends oil prices skyrocketing, and the Canadian and American economies appear...

Retirement

Best in show: How to find and invest in market leaders

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My MoneySense

Kristy Shen on living the FIRE life and using money to “buy back time”

The Millennial Revolution blogger chose a life of adventure over mortgage debt. Here’s how she retired in her 30s,...

Investing

Making sense of the markets this week: April 2, 2023

No love for banks in the 2023 federal budget, Dollarama and Lulu stretch profits, banks stabilize (for now), and...