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Taxes

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Investing

What newcomers need to know about investing in Canada

New to the country? Here’s your quick-start guide to the investing landscape in Canada, including tax-sheltered accounts, inflation and...

What newcomers need to know about investing in Canada
A couple sit together on a bench, discussing how to withdraw from savings with tax efficiency.

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Tax-efficient retirement strategy options for Canadians

Tax-efficient retirement strategy options for Canadians
A toddler plays with a doll house to symbolize owning a home, after inheriting it from the grandparents.

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Can I leave a house to minor children?

When preparing your estate plan, does it make sense to leave property to minor-aged children?

Can I leave a house to minor children?
A senior-age couple in party clothes celebrate a birthday

Ask a Planner

Should RRIF withdrawals be based on the younger spouse’s age?

Is there an advantage to using a younger spouse’s age to calculate minimum RRIF withdrawals? Find out.

Should RRIF withdrawals be based on the younger spouse’s age?

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Crypto

Are we in a crypto bear market?

Are we in a crypto bear market?

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What Canadians living in the U.S. need to know about TFSAs

TFSAs are not "tax-free" in the eyes of the U.S. Internal Revenue Service, and income generated inside a TFSA...

What Canadians living in the U.S. need to know about TFSAs

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Can we gift cash or property to our kids tax-free?

Not all gifts to family are treated the same by the CRA. Here's what you need to know

Can we gift cash or property to our kids tax-free?

Taxes

Audit-proof your side hustle

The freedom of self-employment comes with the burden of calculating what you owe in taxes and other payments to...

Audit-proof your side hustle

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A woman stares at her cell phone in disbelief after learning that she has overcontributed to her TFSA

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“My financial advisor overcontributed to my TFSA—now what?”

Overcontributing to a TFSA can be costly, especially if it goes unnoticed. What can you do if the error...

“My financial advisor overcontributed to my TFSA—now what?”

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