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...

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. ...

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...

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...

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.

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.

Investing

Should Canadian investors buy utilities stocks?

Sponsored By

Harvest ETFs

Taxes

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

Presented By

Scotiabank

Ask a Planner

What do to with a spousal RRSP at age 71

Converting the account to a spousal RRIF is a common option, but be aware of the income attribution rules.