Financial Planning

American physicians moving to Canada: A prescription for cross-border success

American physicians moving to Canada face complex cross-border tax rules. Here are four key financial issues U.S. doctors should...

Financial Planning

Having a financial plan more than doubles your retirement confidence—here’s why so many Canadians are skipping it

Cost, complexity, and confusion about what financial planning involves prevent Canadians from taking action, but 93% of those who...

Financial Planning

Do you need a planner if you’re a DIY investor?

The hidden costs of doing it alone: Why Canadian DIY investors should consider guidance from a professional planner.

Ask a Planner

How does a U.S.-dollar TFSA work?

If you have tax-free savings accounts in Canadian and U.S. dollars, here’s how to avoid overcontributing.

RESPs

How much money does the government contribute to an RESP?

Government grants are one of the biggest reasons why Canadians open registered education savings plans for their kids. Here’s...

Financial Planning

Bob Joyce, financial advisor

Meet Bob Joyce, an advice-only financial planner based in Hacketts Cove, N.S.

Financial Planning

Sean Wilson, financial advisor

This is Sean Wilson, a Certified Financial Planner based in Calgary, Alberta.

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How much money should I have saved by age 40?

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Financial Planning

What Canadian finance pros need to know about money and mental health

Has a client ever gone silent or even hung up on you when discussing their portfolio or taxes? It...