Ask a Planner

How to divide the assets of an estate between beneficiaries

Three siblings are beneficiaries of their parents’ estate, which includes several properties and investment accounts. How should they divide...

Investing

’Tis the season for tax-loss selling in Canada

Tax-loss selling is one way that investors with capital gains can lower their potential tax bill. What is tax-loss...

Investing

Making sense of the markets this week: December 10, 2023

Interest rates stand pat, reports from small Canadian banks, the November stock market rocket, and Dave Ramsey drops pearls...

ETFs

Will Canadian HISA ETFs survive the new rule change?

If you’re a Canadian investor holding HISA ETFs, know that changes are coming.

Investing

Making sense of the markets this week: December 3, 2023

Why Canada probably isn’t in a recession, mixed results for both Canadian banks and pipelines, the mixed results for...

Retirement

What’s the average monthly retirement income in Canada?

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Fidelity Investments Canada ULC

FHSA

Is the FHSA tax-deductible?

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Fidelity Investments Canada ULC

FHSA

Your FHSA timeline: What to invest in and when

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Fidelity Investments Canada ULC

GICs

What is a market-linked GIC?

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Scotiabank