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...
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“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...
“My car is a write-off, so why won’t my insurance company pay for a new one?”
It’s important to understand your policy—“replacement value” isn't the same as covering the cost of purchasing a new vehicle.
Helping older relatives with money management
Angela's in-laws are living with her, and claim they don’t have enough money to pay their fair share of...
Should you add your grandkids as joint tenants on stocks?
Avoiding probate is one advantage.
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How moving to the U.S. affects your Couch Potato strategy
Canadians who move to the United States need to think about shifting their asset allocation, as well as closing...