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A head shot of Joseph curry on a white background is seen.

Financial Planning

Joseph Curry Certified Financial Planner

Meet Joseph Curry Joseph Curry is the co-host of Canada’s fastest-growing retirement planning podcast “Your Retirement Planning Simplified”, featuring...

Joseph Curry Certified Financial Planner
Two empty Muskoka chairs on a deck, to inspire the contrast of the perks of a cottage in Canada and the financial implications.

Real Estate

Yes, a cottage is an investment property—here’s how to minimize capital gains tax

Should you “invest” in a cottage? And if you do, what happens when you sell it, give it away...

Yes, a cottage is an investment property—here’s how to minimize capital gains tax
A male carpenter approaching retirement

Ask a Planner

Can you help your kids financially without compromising your retirement?

A Certified Financial Planner explains what to think about before helping your kids with a gift or loan.

Can you help your kids financially without compromising your retirement?

Financial Planning

James P. Gunn, financial advisor

Meet James P. Gunn James P. Gunn has been a financial advisor for over 25 years. He is the...

James P. Gunn, financial advisor

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Financial Planner Kenneth Doll smiles into a camera with a blurred city background in the image.

Financial Planning

Kenneth Doll, fee-only, advice-only financial planner

Kenneth Doll is a Certified Financial Planner, speaker and educator based in Calgary. Learn about his approach to financial...

Kenneth Doll, fee-only, advice-only financial planner
Woman in her flow state at work, deciding what to do with her money and her budget.

A Rich Life

Flow state vs. cash flow: Make better money decisions by discovering your flow state

It’s not just for yoga. Learn how flow states can provide direction on budgeting, investing and spending your money...

Flow state vs. cash flow: Make better money decisions by discovering your flow state
A woman doing her own taxes at home, filing her taxes online

Taxes

How to fill out a personal tax return

Here are the simple steps to filling out your tax return in Canada.

How to fill out a personal tax return

My MoneySense

Allan Small on his glass-half-full view of the markets and managing risk

MoneySense columnist and senior investment advisor shares wins, losses, lessons and takeaways about investing.

Allan Small on his glass-half-full view of the markets and managing risk

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A couple discussing their plan for retirement and pension withdrawals

Ask MoneySense

Making a plan: How to withdraw money from a retirement account

Canadians have quite a few options for retirement savings. But before you look at when to retire and start...

Making a plan: How to withdraw money from a retirement account

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