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Newcomers to Canada

A person writes their financial goals and new years resolutions in a notebook.

MoneyFlex

10 SMART financial goals to set for 2025

10 SMART financial goals to set for 2025
Two women at a cafe smile at GIC rates on their phones

GICs

Will GIC rates keep going up in 2024?

Will GIC rates keep going up in 2024?
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GICs

What is a cashable GIC?

What is a cashable GIC?
A man making a layered cake to symbolize filing multiple years in Canada

Taxes

Can you file multiple years of income taxes together in Canada?

Yes, you can file income tax returns for previous years. But with opportunity comes some things to consider first,...

Can you file multiple years of income taxes together in Canada?

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Two young women in work aprons look at a smartphone

Financial literacy

Say what?! 5 financial buzzwords we kept hearing in 2023

We’ve picked five words and phrases that capture the financial mood of 2023. From quiet hiring to soft saving,...

Say what?! 5 financial buzzwords we kept hearing in 2023
A man is closing up his restaurant, putting a chair on a table.

Ask a Planner

How are you taxed when you sell a small business?

How do you report the income from the sale of a small business? What are the tax implications? And...

How are you taxed when you sell a small business?
An investor thinks about how to report taxes on her ETFs.

Ask a Planner

How to file your taxes when you own ETFs

Let’s look at the tax implications of holding ETFs in a tax-free savings account, and the tax differences between...

How to file your taxes when you own ETFs
A woman doing her own taxes at home, filing her taxes online

Taxes

How to fill out a personal tax return

Here are the simple steps to filling out your tax return in Canada.

How to fill out a personal tax return

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Three siblings discuss how to divide their parents' estate

Ask a Planner

How to divide the assets of an estate between beneficiaries

Three siblings are beneficiaries of their parents’ estate, which includes several properties and investment accounts. How should they divide...

How to divide the assets of an estate between beneficiaries

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