Financial Planning Advice

Online tools and tax assessments often miss the mark. A professional appraisal gives you a reliable, market-based property value.

Ontario heirs face a huge tax bill after their parents’ deaths—highlighting the importance of planning ahead to reduce taxes...

Newcomers fear making financial mistakes. Getting the services you need requires doing your research and taking many small steps.

Rising costs and low wages challenge Gen Z in Canada, but digital tools and new habits are helping them...

More and more Canadians are entering their golden years without grown children to help out should they lose their...

Prenups aren’t just for the wealthy. Experts explain how they protect assets, manage debt, and evolve with life changes—while...

Many Canadians are carrying personal debt. Certified Financial Planner Janet Gray explains four effective strategies to get debt under...

Why Canada’s financial sector needs to be more welcoming, plus tips for immigrants to establish their credit standing sooner.

A financial planner explains some tax-saving strategies that Canadian retirees may not have thought of.