Can your portfolio ever get too big for the Couch Potato strategy?
Its whimsical name gives this passive investment strategy an image problem, but it really is perfect for everyone. Here's...
Financial Planning
What’s your investing “why?”
Instead of focusing on target returns, start with what you want the money to do for you and your...
“Will my hard-working teen have to pay tax on withdrawals from our family RESP?”
Scott is wondering how to split Registered Education Savings Plan funds between his children to minimize the tax payable...
What to do with a monetary advance on your inheritance
Maureen’s husband wants to put a $200,000 gift from her parents toward their mortgage, but she isn’t convinced.
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Beyond financial planning: How to achieve the lifestyle you want
Newly mortgage-free, Mara is looking to invest $26,000 annually. But does that mean putting off life goals she could...
Can Canadian seniors collect government benefits while still working?
Rose is transitioning to semi-retirement at 65, and wonders about the tax and clawback implications of receiving CPP and...
Is moving $1 million out of segregated funds and into ETFs a good idea?
Sarah and her husband feel their RRSPs aren’t gaining as much as they should.
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Important tips on leaving real estate in your will
How can Annie ensure her son inherits her condo mortgage-free?