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Financial Planning

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What happens when you can’t manage your investments anymore?

Your kids believe it’s time for someone else to manage your money, but you’re used to doing it on...

What happens when you can’t manage your investments anymore?

Investing

Making sense of the markets this week: July 28, 2024

Biden’s step-aside reassures the bond market, Canadian rates drop again, Mag 7 stocks head in opposite directions, and Loblaw’s...

Making sense of the markets this week: July 28, 2024
Canadian holding keys to a new home, in hopes that the Bank of Canada rate announcement will have an impact on mortgage rates.

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Making sense of the Bank of Canada interest rate decision on July 24, 2024

Making sense of the Bank of Canada interest rate decision on July 24, 2024

Retired Money

Why these authors want you to spend your money and die with $0 saved

According to the book Die with Zero, we should all run out of money just as we run out...

Why these authors want you to spend your money and die with $0 saved

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Mortgages

Mortgage payment calculator

Use a mortgage payment calculator to understand what a mortgage will cost you in real terms.

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Investing

Making sense of the markets this week: July 21, 2024

Inflation in Canada cools, Netflix killed commercials only to bring them back, U.S. banks are cautiously profitable, and American...

Making sense of the markets this week: July 21, 2024
Two brothers fishing at their Canadian cottage.

Columns

Selling a cottage to a family member: What that means for capital gains

If the property was bought before 1994, there may already have a $100,000 capital gains deduction.

Selling a cottage to a family member: What that means for capital gains
A man sits in the grass with this grandson, who is drinking from a cup

Ask a Planner

When and how to transfer an RESP for grandchildren

Grandparents, relatives and even family friends can open an RESP account. What should they consider from an estate planning...

When and how to transfer an RESP for grandchildren

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Investing

Making sense of the markets this week: July 14, 2024

U.S. inflation down, consumers are buying less Pepsi, Delta suffers from increased expenses and competition, Amazon’s 30th birthday has...

Making sense of the markets this week: July 14, 2024

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