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family finance

A young couple meet with a financial planner in his office

Financial Planning

What type of financial advisor do you need?

If you’re looking for a financial advisor or planner, learning about their credentials can help you choose the right...

What type of financial advisor do you need?
Two young girls play on the swings

News

CCB payment dates 2024 and 2025, and more to know about the Canada Child Benefit

Parents, here are the CCB payment dates for 2024 and 2025, along with how much you can expect to...

CCB payment dates 2024 and 2025, and more to know about the Canada Child Benefit
A father and son talking about crypto investing

Crypto

How to talk to your family about crypto 

Are your parents anxious about your interest in crypto investing? Here’s how to have family conversations about this and...

How to talk to your family about crypto 
Multi-generational family poses for selfie

Estate Planning

Don’t squander your legacy

Proper inheritance planning is crucial to ensure a smooth wealth transfer to the next generation. Here are three essential...

Don’t squander your legacy

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Credit Cards

The best credit cards for families in Canada in 2024

We’ve rounded up the credit cards that are uniquely suited to family spending.

The best credit cards for families in Canada in 2024

Ask a Planner

Tax implications of adding a child’s name to your rental property

To fully understand the potential tax outcomes, consider legal versus beneficial ownership, the capital gains inclusion rate, changes to...

Tax implications of adding a child’s name to your rental property
Two Canadian students at a dorm discussing RESP withdrawal rules.

MoneyFlex

RESPs 101: The RESP withdrawal rules

Have an RESP, now what? If you’re wondering how to withdraw that money to pay for school (or not),...

RESPs 101: The RESP withdrawal rules

Columns

The benefits and flexibility of family RESPs

The benefits and flexibility of family RESPs

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A mom and daughter look at a laptop

Financial literacy

What kids and teens will learn from Ontario’s expanded financial literacy education

Ontario students will benefit from financial workshops, and high-school math will cover financial literacy in 2025. As a mom...

What kids and teens will learn from Ontario’s expanded financial literacy education

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