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family finances

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?
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

Credit Cards

The best credit cards for families in Canada in 2025

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

The best credit cards for families in Canada in 2025

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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

RESPs

The benefits and flexibility of family RESPs

Saving for the post-secondary education of more than one child? Grants and growth can be allocated amongst any beneficiaries...

The benefits and flexibility of family RESPs

Shopping

Why are vets so expensive?

The costs of keeping the family pet healthy have outpaced inflation in Canada. We look at why it’s happening...

Why are vets so expensive?

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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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