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Articles By Allan Norman, MSc, CFP, CIM:

senior couple shovelling snow outside their home

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Is probate an inevitable cost for a surviving spouse?

Sandra and her husband have lived in their principal residence for 40 years, but his is the only name...

Is probate an inevitable cost for a surviving spouse?

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“How do I become a money coach in Canada?”

Although regulatory requirements in most provinces permit you to provide financial advice or coaching with no education or experience,...

“How do I become a money coach in Canada?”

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Unconventional ways of investing in a family RESP

Surprise: a lump-sum contribution is likely to result in more money, even though you forgo government grants. Plus, reassurance...

Unconventional ways of investing in a family RESP

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The upside to waiting until age 70 to take CPP benefits

Consider your life expectancy and probable return when making your decision about whether to take government pension benefits as...

The upside to waiting until age 70 to take CPP benefits