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“Why do I need a financial plan?”

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National Bank of Canada

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Gifting a parent’s assets using a power of attorney

As power of attorney, does it make sense to divide up a parent’s assets before their death?

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How capital gains tax on property is divided in a divorce

When a couple separates, how does owning, transferring and dividing multiple properties affect capital gains?

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Are fees payable for acting as a power of attorney?

Can you be paid for a role as an attorney for property, in particular, after the position has already...

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I cosigned a motorcycle loan and the owner passed away: What are my obligations to the bank?

A Certified Financial Planner helps a reader understand their obligations—and their options—after cosigning on a loan.

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What happens to your TFSA when you die

This is how a TFSA gets distributed in the event of a death, plus, info on making sure it...

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Should you leave corporate savings in your company?

Chris has a lot of money saved in his corporate bank account and wants to take it out with...

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Corporate investments for retirees

Retired with cash and investments in a corporation, and wondering how to withdraw with minimal tax implications?

RRSPs

CPP vs RRSP: Can you transfer your CPP to an RRSP?

Is it possible to transfer CPP to an RRSP? The answer is a quick one, but there’s more to...