Should partners combine their finances before marriage?
Mathew wants to help his girlfriend kickstart an investing plan. Is gifting money for her TFSA a good idea?
Financial Planning
How having a child together affects your tax situation
Elise recently had a baby and moved in with her partner. Looking ahead to tax time, she wonders how...
How safe is it to keep more than $100,000 in one savings account?
Marcus and Rina have socked away $120,000 for a down payment in a single savings account at a small...
“Would I be better off renting?”
Carrying the costs of a detached home on her own, Paula is struggling to make ends meet. What are...
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They won the lottery. What now?
After a lifetime of living paycheque to paycheque, a couple has won millions. Planning and investment advice from an...
Moving to the U.S.? Here’s what to do with your Canadian investments
Set to start a new job south of the border, Justin will need to consider that registered and non-registered...
Fight for your right to low fees
STANDUP, a new book by advisor John De Goey, shows how expensive, active advice costs Canadians billions of dollars—and...
The bank of grandma and grandpa
Sol wants to contribute to his grandkids’ future with annual gifts he’ll start now. What’s the best way to...
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Juliana is single and has no children. Who should be executor of her will?
Trust companies and some lawyers provide services for people whose family and friends can’t or don’t want to take...