Ask a Planner

Can you move your investments from Canada to the U.S.?

Learn the tax implications of moving investments from Canada to the U.S. There’s lots to consider.

Investing

Making sense of the markets: Looking back on 2024

Looking back at 2024, we go through the Canadian and U.S. stock exchange predictions, as well as crypto, Tesla...

Ask a Planner

Can Canadian investors save tax when a stock’s company goes bankrupt?

You may be able to get some tax relief when the stock of a company you hold goes bankrupt....

Columns

Why I’m optimistic about the markets in 2025–tariffs or no

This advisor isn’t losing any sleep over the markets. In fact, looking back at 2024 and forward into 2025,...

Canadian Crypto Observer

Where is bitcoin headed in 2025?

Bitcoin’s value surpassed the USD$100,000 mark in late 2024. Here’s what could affect bitcoin and other cryptocurrencies in the...

Retired Money

What retirees need to know about tax brackets for 2025

Those at or near retirement need to account for slightly higher tax brackets, as well as higher Basic Personal...

Cash Allocation

Planning holiday spending and cash gifts? Here’s how to boost your budget

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Simplii Financial

Cash Allocation

Your home sold—now what?

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Simplii Financial

Cash Allocation

HISAs vs. bonds and GICs: Where should Canadians hold their cash?

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Simplii Financial