Wealthsimple Tax review 2021
We break down what to expect from this "pay what you wish" income tax return preparation platform, offered by...
Financial Planning
Understanding income attribution and how to deal with it at tax time
Paul and his wife have a non-registered investment account and want to make sure they are reporting the income...
Maximizing spousal RRSP contributions in your 70s
Don wants to know exactly when is the cutoff for contributions in his wife’s case, and when to convert...
Reality-testing your financial plan
John's advisor seems impressive, but he's left out an important consideration: What kind of lifestyle does his client want...
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What to do with an extra $70,000 to fund retirement
My 79-year-old mother has received a monetary gift. What’s the best way for her to use it to supplement...
“Canadians need trusted financial information now more than ever”
Financial Planning Association of Canada partners with MoneySense to offer professionally vetted, timely personal finance content to the broadest...
Is probate an inevitable cost for a surviving spouse?
Sandra and her husband have lived in their principal residence for 40 years, but his is the only name...
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Downsizing vs reverse mortgage: Which option is right for you?
Depending on your age, where you live currently and where you want to live in retirement, selling your home...