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A woman reads an article online about her options as a long-term investor

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Is now the time for a long-term investor to abandon stocks?

It’s been a difficult year for stock investors. Should you move into GICs or mortgage funds to invest for...

Is now the time for a long-term investor to abandon stocks?
A woman hugs her daughter after reading about her RESP options online

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Can an estate contribute to an RESP account?

Here’s what you need to know before deciding to leave money in trust for an RESP account after your...

Can an estate contribute to an RESP account?

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How to use ETFs in your child’s RESP

How to use ETFs in your child’s RESP
A man drinks from his coffee while reading about U.S. withholding tax rules on his computer

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Do you pay withholding tax on U.S. ETFs?

A Canadian-domiciled ETF is almost always subject to U.S. withholding tax, but there are exceptions and a foreign tax...

Do you pay withholding tax on U.S. ETFs?

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Two women looking at their wills, deciding whether or not to name each other on the registered accounts

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Is it better to list a beneficiary on registered investments or have the account go to the estate?

When is it better to have beneficiaries listed on investment accounts versus leaving everything to the estate?

Is it better to list a beneficiary on registered investments or have the account go to the estate?
A 55-year-old nurse smiles as she contemplates her five or 10 year retirement plan.

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How to plan for retirement in five or 10 years

When deciding to retire in five or 10 years, there are a few things to consider, in addition to...

How to plan for retirement in five or 10 years
A man in his 60s adjusts a part on a greasy machine at work

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Should you collect CPP and OAS while working in your 60s?

If you’re in your 60s and plan to remain in the workforce, here’s what you need to know about...

Should you collect CPP and OAS while working in your 60s?
On the street, a well-dressed woman reviews for finances using an app on her phone

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Tools and habits to stay on track with your money goals

Goal tracking is an important part of proactive financial planning. Here are some tools and habits to try to...

Tools and habits to stay on track with your money goals

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A couple sit together on a bench, discussing how to withdraw from savings with tax efficiency.

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Tax-efficient retirement strategy options for Canadians

Tax-efficient retirement strategy options for Canadians

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