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income

A woman does the splits outside

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4 strategies for income splitting with a lower-income spouse

If one spouse does not work, is it beneficial for the other to invest and buy stocks in their...

4 strategies for income splitting with a lower-income spouse
A woman meets with her accountant and high fives as she files her 2022 income tax return for Canada, showing that she accurately filed on deadline, with tax claims that suited her.

Taxes

2022 Income Tax Guide for Canadians: Deadlines, tax tips and more

2022 Income Tax Guide for Canadians: Deadlines, tax tips and more
A young woman smiles and holds a camera on a charming street

Investing

Ready for take-off: Is now a good time to invest in a travel ETF?

Ready for take-off: Is now a good time to invest in a travel ETF?
Man is reading the T5 from cashing in his whole life insurance policy, and checking his notes from when he bought it.

Ask a Planner

How to calculate the taxable amount for a cashed-in whole life insurance policy

Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....

How to calculate the taxable amount for a cashed-in whole life insurance policy

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A middle-aged man pours drinks for guests at home

Retirement

What are call options? Why should retirees care about them?

What are call options? Why should retirees care about them?
A middle-aged man and woman at a cafe, looking at a map

Retirement

We’re living longer—here are two ways to boost retirement savings and income

We’re living longer—here are two ways to boost retirement savings and income
Multiple ranges of Canadian bills to symbolize the different levels of tax brackets in Canada for 2022.

Taxes

The 2022 tax brackets in Canada, based on annual income and broken down by province, too

The 2022 tax brackets in Canada, based on annual income and broken down by province, too
A young man enters the details of his budget on a laptop

MoneyFlex

Take control of your finances with these budgeting tips for young adults

Want a better grasp of your finances? These easy steps will help you budget like a pro.

Take control of your finances with these budgeting tips for young adults

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A woman sits at her at-home office, prepping her tax return, looking at the 2022 credits she may qualify for.

Taxes

2022 Income Tax: New tax credits for Canadians

2022 Income Tax: New tax credits for Canadians

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