Estate Planning

Three reasons to have a will and estate plan

Creating a will and estate plan may not be the most romantic gesture, but it’s an essential demonstration of...

Investing

Attention, ESG investors: Canada’s biggest carbon-emitting public companies

Are Canadian companies making progress on carbon emissions? Climate Engagement Canada’s new net-zero assessments show there’s still a long...

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Should Canadians keep their investment accounts when retiring abroad?

For Canadians who plan to retire to other countries, here’s a primer on the tax implications of leaving accounts...

GICs

Will GIC rates keep going up in 2024?

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GICs

What is a cashable GIC?

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Retired Money

Inflation a scourge for retirees? Ottawa’s silver lining(s)

Inflation and taxes—both can affect retirement income. Thankfully CPP, OAS and GIS have inflation indexing. Here’s how it may...

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U.S. withholding tax in an RRSP for Canadians

For Canadians who have withholding tax on U.S. income in an RRSP, sometimes this tax can be avoided.

Columns

Tax implications of making transfers between registered accounts

When transferring money from LIRA to a LIF and RRSP, would that result in being taxed twice?

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RRIF withdrawals: What should seniors with million-dollar portfolios do?

Seniors with large retirement accounts face a big tax-deferred liability. Which tax and estate planning strategies might help?