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Financial literacy

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Ask a Planner

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...

How to model retirement income in Canada
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My MoneySense

Saving on purchases and for emergency funds, Canada’s extreme couponer shares her secrets

Kathleen Cassidy is a savvy shopper, and her thousands of followers know it. With MoneySense, though, she talks about...

Saving on purchases and for emergency funds, Canada’s extreme couponer shares her secrets
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Ask a Planner

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...

Can you save on taxes by owning an investment account with your child?
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RESPs

What can an RESP be used for?

What can an RESP be used for?

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RESPs

Is an RESP worth it? Yes, even if only for the government grants

Is an RESP worth it? Yes, even if only for the government grants
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RESPs

Are RESP contributions tax-deductible?

Are RESP contributions tax-deductible?

Videos

Video: How to choose ETFs, for Canadian investors

How can you choose the best ETFs for you? Watch this video before you use an ETF screener.

Video: How to choose ETFs, for Canadian investors
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News

RBC’s takeover of HSBC: What will happen to HSBC Canada customers?

HSBC Canada bank accounts, credit cards, mortgages and investments are moving to RBC. What steps should HSBC customers take...

RBC’s takeover of HSBC: What will happen to HSBC Canada customers?

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Family wearing red coats, for Valentine’s Day, give the gift of a will and an estate plan

Estate Planning

Three reasons to have a will and estate plan

Creating a will and estate plan may not be the most romantic gesture, but it’s an essential demonstration of...

Three reasons to have a will and estate plan

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