Financial Planning

Women and money: Taking control of your personal finances

Stats show that many high-performing women leave money decisions to their partners—why is that?

Investing

Making sense of the markets this week: May 7, 2023

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Harvest ETFs

Investing

Making sense of the markets this week: April 30, 2023

There’s an earnings bonanza! Tech stocks are supporting the markets, once again. Plus, equal-weight S&P 500 beats cap-weight.

Retired Money

Should you cash out your workplace pension when you leave a job?

Find out why Canada has it better than the U.S. for registered employer pensions. A UBC study on cashing...

My MoneySense

The one thing influencers Steph & Den want you to know about retirement

The two content creators share money advice daily with over 300,000 TikTok followers. Here’s what they have to say...

Investing

Making sense of the markets this week: April 23, 2023

What’s Dale’s take on the economy? Big U.S. bank earnings rock. Apple continues with global domination, and the bitcoin...

Investing

Investing in the health care sector—better returns than tech?

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Harvest ETFs

TFSAs

What is considered day trading in a TFSA

The recent Ahamed v. The King decision by the Tax Court of Canada highlights risks for investors who trade...

Ask a Planner

How to calculate the taxable amount for a cashed-in whole life insurance policy

Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....