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Financial Planning

American and Canadian flags waving side by side

Ask a Planner

Can you move your investments from Canada to the U.S.?

Learn the tax implications of moving investments from Canada to the U.S. There’s lots to consider.

Can you move your investments from Canada to the U.S.?

Investing

Making sense of the markets: Looking back on 2024

Looking back at 2024, we go through the Canadian and U.S. stock exchange predictions, as well as crypto, Tesla...

Making sense of the markets: Looking back on 2024
Two glasses shown half-full to demonstrate the optimism from investment advisor Allan Small.

Columns

Why I’m optimistic about the markets in 2025–tariffs or no

This advisor isn’t losing any sleep over the markets. In fact, looking back at 2024 and forward into 2025,...

Why I’m optimistic about the markets in 2025–tariffs or no
A car steering wheel and a bowl of pasta, as symbols of how to get the best auto loan interest rate.

loans

Car loan interest rates: What’s the best Canadians can get?

Car loan interest rates can be as confusing as a complicated recipe, and just as daunting to navigate. This...

Car loan interest rates: What’s the best Canadians can get?

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Newcomer to Canada buying their first car at the dealership asking questions of the sales person about getting a car loan.

Newcomers to Canada

Auto loans for newcomers—questions to ask when buying your first car in Canada​

Buying your first car in Canada is like any other major purchase. Ask a lot of questions, not just...

Auto loans for newcomers—questions to ask when buying your first car in Canada​
A woman pumps gas into her sedan

Budgeting

What is the Canada Carbon Rebate? Plus, dates and amounts for 2025 rebates

The Canadian government is sending out its first carbon rebate of 2025. See who’s eligible and how much you...

What is the Canada Carbon Rebate? Plus, dates and amounts for 2025 rebates
Canadian woman buying a car, as she learns to manage her money.

loans

Personal Finance For Canadians For Dummies excerpt: How to manage money and stop overspending

Learn how to manage your money, understand your earnings, invest wisely and more, from this excerpt of Personal Finance...

Personal Finance For Canadians For Dummies excerpt: How to manage money and stop overspending
A dad and teenage son hug while playing basketball on their driveway

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How much money should I have saved by age 40?

How much money should I have saved by age 40?

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Young Canadian looking up online how much they should have saved by age 25.

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How much money should I have saved by age 25?

How much money should I have saved by age 25?

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