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Ask a Planner

Can I still use my FHSA after my spouse bought a condo?

Short answer: Yes. But to take advantage of this amazing tax shelter, you need to understand the CRA’s rules...

Can I still use my FHSA after my spouse bought a condo?
Thuy Lam, a certified financial planner and money coach with Objective Financial Partners is shown in this handout photo

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You can negotiate more of your life than you think

Many everyday expenses in Canada are negotiable—from groceries to bills. Learn expert strategies to save money by asking, leveraging,...

You can negotiate more of your life than you think
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Ask a Planner

How does rent from a family member or common-law partner get taxed?

Is rent from a family member or common-law partner taxable? Learn when it counts as income, what expenses you...

How does rent from a family member or common-law partner get taxed?
woman prepares her tax return

Taxes

2025 tax credits, due dates, and when you can file: Your 2025 income tax return guide

Everything Canadians need to know about 2025 income taxes: filing dates, CRA deadlines, tax credits, brackets, and what’s new...

2025 tax credits, due dates, and when you can file: Your 2025 income tax return guide

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McGill University is seen in Montreal, on Friday, Oct. 13, 2023.

Investing

A simple guide to investing your first $500

Young Canadians don’t need thousands to start investing. Experts explain how to invest $500 wisely, choose the right account,...

A simple guide to investing your first $500
Retirement Plan Form Insurance Financial Concept

Retired Money

In planning for retirement, worry about longevity rather than dying young

Canadians are living longer, making longevity risk one of retirement’s biggest challenges. Here’s how longevity income funds like Purpose’s...

In planning for retirement, worry about longevity rather than dying young

Newcomers to Canada

Real money hacks to use when prices feel out of control

Everyday costs in Canada keep rising even as inflation cools. Here are practical, lesser-known money-saving hacks to stretch your...

Real money hacks to use when prices feel out of control

Newcomers to Canada

Want to start a business? Work on your personal finances first

For those new to Canada, it's especially important to build a solid financial base to boost your chances of...

Want to start a business? Work on your personal finances first

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Ask a Planner

Can you save tax by putting severance into a corporation?

A CFP breaks down how severance and salary continuance are taxed, and explains when corporations do (and don’t) make...

Can you save tax by putting severance into a corporation?

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