What is an EPSP, and how does it affect employees at tax time?
Corporations can choose to share a portion of profits with their employees by setting up a trust, called an...
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Battle of the wills
Jack’s mom promised him a share of the family estate. But because she passed away before his father, can...
“Should I sue for wrongful dismissal?”
Dave believes he was fired for disagreeing with his boss, and that he was shortchanged in his severance package....
“Am I on track?” Krista, a 34-year-old Montrealer, saves $20,000 a year
Longevity runs in Krista’s family—so, although retirement is 30 years away, she worries about outliving her money. How much...
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Meeting with a financial planner for the first time? Here’s how to prepare
Talking with your partner about your financial future is an important first step; you need to be able to...
“What is my spouse entitled to if we divorce?”
While it may seem unfair that divorce law does not favour the party who didn’t initiate a separation, non-compliance...
When your investment partners don’t play by the CRA’s rules
Marcus and some friends turned a profit on their investment property. Trouble is, two of them plan to keep...
Playing investment catch-up
At age 50, Viki’s putting aside $12,000 a year. Will that give her enough to retire comfortably at 67?
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How are jointly held investment accounts taxed?
Joint ownership makes access to the investments easier by a surviving spouse, but requires diligent record-keeping while you’re both...