Ask a Planner Archives

Tax instalments can be confusing. Learn how the CRA calculates quarterly payments, when you can adjust them, and how...

Scenario-based planning can help you build a financial plan by testing “what ifs” and turning uncertainty into informed, realistic...

Your CRA My Account may hold uncashed cheques, credits, and tax info you’ve missed. Here are 5 key areas...

Tax season brings plenty of confusion—and costly mistakes. Here are some commonly misunderstood expenses Canadians often try (but fail)...

CPP and QPP are cornerstones of retirement income for Canadians. How do you confirm what you are entitled to...

Robert has been taking RRIF withdrawals beyond the minimum required amount to gift to his kids and to reinvest...

It’s almost impossible to do, but the mindset around spending all your savings can help you make the best of the...

Filing your 2025 taxes in 2026? Here are the key changes, cancelled credits, and CRA updates Canadians need...

If you leave Canada and own a rental property, or you are a non-resident and you buy a rental...