How to model retirement income in Canada
The risk of having too much money left when you die is real. Often realizing this comes too late...
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Can you save on taxes by owning an investment account with your child?
Jointly owning an asset with a child comes with tax and estate implications. Here’s why it may not be...
How to calculate the adjusted cost base of inherited property
What happens if you inherit a property and have no record of its value at that time? How can...
TFSA vs RRSP: How to decide between the two
Consider these five factors before deciding whether to contribute to a registered retirement savings plan (RRSP) or a tax-free...
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Should retirees consider a home equity sharing agreement (HESA)?
Home owners have a new way to tap their home equity. How does the HESA compare to a reverse...
Should Canadians keep their investment accounts when retiring abroad?
For Canadians who plan to retire to other countries, here’s a primer on the tax implications of leaving accounts...
How to carry back a capital loss for a tax refund
Let’s look at the rules and restrictions around carrying back a capital loss, as well as three things to...
Should you sell investments at a loss to pay off debt?
When paying a high interest rate on debt, does it make sense to sell investments that have fallen before...
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Financial fraud in Canada: What to do if your bank account or credit card is compromised
Fraudsters can exploit victims through text, email and other means. What are your options if that happens?