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Banking

Oaken Financial review 2020 

For Canadians who are comfortable doing most of their banking online, and are looking for a range of flexible...

Oaken Financial review 2020 

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“Records of my stock purchase have disappeared. What now?”

Tonya bought shares of a small company, which she sold at a loss. She’d like to use that loss...

“Records of my stock purchase have disappeared. What now?”

Investing

What to make of this quarter’s “earnings season”

With companies now beginning to report on Q1 results, this is the first time we get to see how...

What to make of this quarter’s “earnings season”

Spend

How do credit card payment deferrals work during COVID-19?

We break down the deferral options offered by some major card issuers. Keep in mind that, if you are...

How do credit card payment deferrals work during COVID-19?

Retired Money

Reconsidering when to take CPP benefits amid COVID-19 risk

Most or even all of your Canada Pension Plan benefits may be lost to your partner, should you die...

Reconsidering when to take CPP benefits amid COVID-19 risk

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COVID-19 financial support for working seniors

You may still qualify for the federal government’s CERB payments, even if you collect CPP and OAS.

COVID-19 financial support for working seniors

Investing

What do recent stock market gains really mean?

While stocks are still down by about 20% since February 21, 2020, U.S. and Canadian equities have risen by...

What do recent stock market gains really mean?

Budgeting

What is an emergency fund and how to build one

An emergency fund is a financial safety net designed to cover unexpected but necessary expenses, or bridge the temporary...

What is an emergency fund and how to build one

Ask a Planner

The basics of starting your own business

Looking to earn some money through self-employment or a side hustle? Here’s what to know about the setup and...

The basics of starting your own business