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TFSAs

An investor thinks about how to report taxes on her ETFs.

Ask a Planner

How to file your taxes when you own ETFs

Let’s look at the tax implications of holding ETFs in a tax-free savings account, and the tax differences between...

How to file your taxes when you own ETFs
Coworkers discuss their retirement savings plans.

MoneyFlex

The best way to save for retirement in your 20s

Financial experts often tell young people to start investing early to benefit from compound growth. But what if you...

The best way to save for retirement in your 20s
Three siblings discuss how to divide their parents' estate

Ask a Planner

How to divide the assets of an estate between beneficiaries

Three siblings are beneficiaries of their parents’ estate, which includes several properties and investment accounts. How should they divide...

How to divide the assets of an estate between beneficiaries
A Canadian meeting her money manager to discuss tax-loss selling.

Investing

’Tis the season for tax-loss selling in Canada

Tax-loss selling is one way that investors with capital gains can lower their potential tax bill. What is tax-loss...

’Tis the season for tax-loss selling in Canada

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A stock trader sitting on a rocket, showing the November performance of the markets

Investing

Making sense of the markets this week: December 10, 2023

Interest rates stand pat, reports from small Canadian banks, the November stock market rocket, and Dave Ramsey drops pearls...

Making sense of the markets this week: December 10, 2023
Man wondering about the new rules in Canada for HISA ETFs.

ETFs

Will Canadian HISA ETFs survive the new rule change?

If you’re a Canadian investor holding HISA ETFs, know that changes are coming.

Will Canadian HISA ETFs survive the new rule change?
A phone showing all the bank apps, as we look at Canadian bank earning for Q3 2023

Investing

Making sense of the markets this week: December 3, 2023

Why Canada probably isn’t in a recession, mixed results for both Canadian banks and pipelines, the mixed results for...

Making sense of the markets this week: December 3, 2023
A smiling man in his forties looks at his financial info on a tablet

Retirement

What’s the average monthly retirement income in Canada?

What’s the average monthly retirement income in Canada?

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Investing

Making sense of the markets this week: November 26, 2023

OpenAI fires CEO Sam Altman then re-hires him, Nvidia continues its extraordinary growth, stock market highs within sight, and...

Making sense of the markets this week: November 26, 2023

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