Ask a Planner Archives

A MoneySense reader wants to buy a second property, perhaps using the equity in her primary residence. What should...

It matters how you designate a spouse on your TFSA should you die before they do. Successor holders get...

Many people aren’t taking advantage of the tax credits and government benefits they’re eligible for. Jason Heath highlights four...

Investors are sometimes reluctant to sell a stock because the capital gains tax will be substantial. Here are some...

A MoneySense reader asks what tax and probate implications she might face if she inherits a rental property held...

The Index Matrix vividly illustrates how different assets performed in the past. Here’s how Canadians can use it to...

A MoneySense reader wants to give money to his spouse to invest. Can he avoid Canada’s income attribution rules?

A MoneySense reader wants input on the tax implications of her investment withdrawals, but she can’t get a straight...

A MoneySense reader asks about survivor benefits for spouses. Here’s how defined benefit and CPP survivor payments work in...