Estate Planning

Embracing the Swedish death cleaning trend

Swedish death cleaning is catching on in Canada. Learn how it can help you save money, simplify estate planning...

RRSPs

What is the RRSP contribution deadline in 2025?

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CPP for non-residents of Canada: How to apply, report pension income and more

A Certified Financial Planner explains how the CPP process works for a non-resident of Canada and if a return...

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Moving money from RRSPs, RRIFs and TFSAs in retirement

To have liquidity and reduce taxes, Canadians can move money between registered accounts. But what are the tax, contribution...

News

Changes to Canada’s tax brackets, CPP contributions and more in 2025

It's a new year. What financial changes will take effect in Canada in 2025?

Retired Money

What retirees need to know about tax brackets for 2025

Those at or near retirement need to account for slightly higher tax brackets, as well as higher Basic Personal...

Save

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...

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How much income can I earn while getting OAS?

If you continue working in retirement, it could cause a clawback on your OAS. Here’s how to figure out...