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Retirement

A female Canadian investor is on the phone, talking with her advisor to find out if she can put mutual fund fees back into her account.

Ask a Planner

Can I put mutual fund fees back in my account?

Investing fees (MER, TER, trailing) are always hard to swallow, but what if there was a way to manage...

Can I put mutual fund fees back in my account?
A close up image of a semiconductor, which may have been made by TSMC

Investing

Making sense of the markets this week: October 16

The Taiwanese company that could bring the world to its knees, positive U.S. earnings news, Canadian vs U.S. markets,...

Making sense of the markets this week: October 16
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Investing

Making sense of the markets this week: October 9

Welcomed negative economic signals, earnings reports for jeans and beer, best performing stocks of the last 20 years, and...

Making sense of the markets this week: October 9
older man resting head against window

Retired Money

How might inflation impact your retirement plans?

Inflation not only affects the cost of living—it could mean your investments don’t grow the way you've hoped. Consider...

How might inflation impact your retirement plans?

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“Why do I need a financial plan?”

“Why do I need a financial plan?”
A photo of a bull drinking water in the wild to symbolize the state of the markets and investors thinking.

Investing

Making sense of the markets this week: October 2

The best time to be a market bull, BlackBerry earnings, Nike revenues just do it, and a look at...

Making sense of the markets this week: October 2
Three seniors are sitting at a table posing for a selfie photo as they play poker together. it's a symbolic photo representing how tontines work.

Retired Money

Tontines in Canada: Moving from theory to practice as a solution to our retirement crisis

You may be hearing about new products that sound like tontines, even if they’re not called tontines. Here’s why....

Tontines in Canada: Moving from theory to practice as a solution to our retirement crisis
An adult man, acting as power of attorney, hugs his senior mom. He's wondering about gifting her assets while she's in a home.

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Gifting a parent’s assets using a power of attorney

As power of attorney, does it make sense to divide up a parent’s assets before their death?

Gifting a parent’s assets using a power of attorney

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A FedEx truck sits at a curb at a busy street corner, to play on the words "FedEx delivers bad news."

Investing

Making sense of the markets this week: September 25

Stats Canada lets air out of inflation, the loonie’s performance, FedEx delivers some bad news, and how historically bad...

Making sense of the markets this week: September 25

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