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Financial Planning

Three diverse young computer programmers work on laptops

Earn

Want to move to Canada to work? A new digital nomad visa is coming—and much more

The Canadian government has plans to attract tech workers from the U.S. and other countries. Find out how it...

Want to move to Canada to work? A new digital nomad visa is coming—and much more
A young woman waves goodbye

Making It

It’s probably time you switched banks—4 easy steps for Canadians

Many Canadians rarely, if ever, switch banks. Here’s why it might be time to re-evaluate your banking needs, and...

It’s probably time you switched banks—4 easy steps for Canadians
A woman does the splits outside

Ask a Planner

4 strategies for income splitting with a lower-income spouse

If one spouse does not work, is it beneficial for the other to invest and buy stocks in their...

4 strategies for income splitting with a lower-income spouse
A woman in her 50s/60s talking to her husband about how to manage his DC plan

Ask a Planner

DC plans once you retire: What do you do with them?

When coming up to retirement, should your investments move with you. Find out the options for soon-to-be retirees. ...

DC plans once you retire: What do you do with them?

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Two men looking at the stock market performance

Investing

Making sense of the markets this week: June 25, 2023

Is it a bear trap, or a new bull market? Stocks often don’t make much from these valuations, and...

Making sense of the markets this week: June 25, 2023
Two women in their 70s, happy with their decision about annuities.

Retired Money

Should retirees in their early 70s partly annuitize?

Interest rates have soared in the past year—but annuity payouts, not so much. Find out what makes sense when...

Should retirees in their early 70s partly annuitize?
A Canadian family in the kitchen talking about wills and estate planning.

Estate Planning

How important are wills and estate planning for Canadians?

Learn from an estate administrator exactly what Canadian families should do right now to avoid headaches later.

How important are wills and estate planning for Canadians?
An oil pump as we discuss oil barrel prices

Investing

Making sense of the markets this week: June 18, 2023

This week, U.S. inflation cools, cruise lines and big tech stocks shine, and oil investors may be in trouble.

Making sense of the markets this week: June 18, 2023

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A woman meets with her accountant and high fives as she files her 2022 income tax return for Canada, showing that she accurately filed on deadline, with tax claims that suited her.

Taxes

2022 Income Tax Guide for Canadians: Deadlines, tax tips and more

2022 Income Tax Guide for Canadians: Deadlines, tax tips and more

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