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Financial Planning

News

Bank of Canada delivers half percentage point rate cut

The central bank lowers its key interest rate to 3.75% and says it now must keep inflation at 2%....

Bank of Canada delivers half percentage point rate cut
A sign indicating a corporate office of JP Morgan Chase

Investing

Making sense of the markets this week: October 20, 2024

U.S. banks post solid earnings, Walgreens cuts costs, United Airlines is flying high, Netflix still dominates streaming, and Canada’s...

Making sense of the markets this week: October 20, 2024
A group of friends sit around a table, planning for the year ahead

Ask a Planner

Year-end tax and financial planning considerations

Some strategies are time-sensitive, while others can help you start the new year on the right foot.

Year-end tax and financial planning considerations
Couple in their 30s smile while reviewing a financial statement.

The Fourth Estate

What does high inflation mean for your retirement savings?

How high inflation affects investments, and what you can do to minimize the impact on your retirement savings.

What does high inflation mean for your retirement savings?

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Nvidia logo on its glass office building in Paris

Investing

Making sense of the markets this week: October 13, 2024

Investors like Canadian Natural Resources’ latest purchase, Nvidia moves past Microsoft, Couche-Tard ups bid for 7-Eleven’s parent and Delta...

Making sense of the markets this week: October 13, 2024
A Canadian self-employed graphic designer is wondering about their quarterly income tax payments.

Taxes

Do you have to make quarterly tax remittances in Canada?

Here’s a guide to making the right tax installment payments, including answers to common questions about the process.

Do you have to make quarterly tax remittances in Canada?
Two Canadian men at work, thinking about retiring and the risks he'll need to manage.

Retirement

Common risks to retirement, investing and financial freedom

In his book The Investment Revolution, Francis Gingras Roy writes a practical guide to achieving financial freedom.

Common risks to retirement, investing and financial freedom
Two Canadian university friends watching streamed movies at home because they can't afford to go out.

Student Debt

How to hang out with friends when you can’t afford to go out

Can’t afford to go out? Don’t let your budget break up your friendships.

How to hang out with friends when you can’t afford to go out

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Ask a Planner

Scared of selling? When holding on to stocks can hurt you financially

Sometimes, it’s not action, but inaction, that can hurt you financially. Here are examples of when selling may be...

Scared of selling? When holding on to stocks can hurt you financially

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