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A woman takes notes while discussing inheritance rules with an advisor on the phone

Ask a Planner

When does the “plus 1” rule apply to a principal residence? 

There are tax implications to inheriting a second property. But in certain circumstances, you can have two principal residences...

When does the “plus 1” rule apply to a principal residence? 
A man and woman in their 60s are happy about having extra money to invest

Qualified Advice

Where should you invest an extra $50,000 in your 60s?

Where should you invest an extra $50,000 in your 60s?
A multi-generational photo, showing the impact of a death in the family, estate planning and the final return

Taxes

The final tax return after death: How it gets done in Canada

The final tax return after death: How it gets done in Canada

Real Estate

What is an FHSA?

What is a first home savings account? It’s a registered account with tax-saving opportunities. But there’s more.

What is an FHSA?
An archer with her eye on the target to symbolize Target Date Funds in Canada.

Investing

Target-date funds in Canada: Investing for the year you plan to retire

Looking for a way to simplify your retirement investment strategy? A lot of people in Canada are meeting that...

Target-date funds in Canada: Investing for the year you plan to retire
Balloons shaped like 2023 to signify this is about the investing trends to watch for in 2023

Investing

Making sense of the markets this week: January 1, 2023

An investor’s look into the crystal ball shows inflation, war and a recession for 2023. But, other than that,...

Making sense of the markets this week: January 1, 2023
Felt cutouts of percentage sign and graph with an arrow going up in red and green, showing a look back at 2022 and inflation and BoC rate hikes

Investing

Making sense of the markets this week: December 25, 2022

Sector returns for the year and a look back at some key posts in 2022; plus, an inflation reading...

Making sense of the markets this week: December 25, 2022
A block calendar is changed from 2022 to 2023, as this article covers both years in finance, investing and stocsk

Stocks

2022’s year in review: The financial highs, lows and what’s in store for 2023

A recap of the ups and downs investors and the markets dealt with in 2022 and a hint of...

2022’s year in review: The financial highs, lows and what’s in store for 2023
A man and woman on a beach hold cushions saying Mr. Right and Mrs. Always Right

Financial Planning

Married with money: How to combine finances with your partner

Married with money: How to combine finances with your partner