Advertisement

beneficiaries

A woman and her smiling son, for whom she's opened a registered account

Ask a Planner

What new bare trust tax filing rules mean for Canadians

Do Canadians have to file a trust tax return this year? What is a bare trust? What are the...

What new bare trust tax filing rules mean for Canadians
Three siblings discuss how to divide their parents' estate

Ask a Planner

How to divide the assets of an estate between beneficiaries

Three siblings are beneficiaries of their parents’ estate, which includes several properties and investment accounts. How should they divide...

How to divide the assets of an estate between beneficiaries
Senior couple using a digital device in a living room

Ask a Planner

Financial planning in your 70s

Be mindful of these money concerns, even after retirement. 

Financial planning in your 70s
A middle-aged woman, holding a mug, gazes out the window

Financial Planning

Women and money: Taking control of your personal finances

Stats show that many high-performing women leave money decisions to their partners—why is that?

Women and money: Taking control of your personal finances

Advertisement

Advertisement

A smiling senior-age man at a dinner table with his adult son and daughter

Ask MoneySense

What happens to my RRIF when I die?

Here’s how to leave assets in your RRIF account to your spouse, common-law partner, children, grandkids or other beneficiaries—and...

What happens to my RRIF when I die?
Two parents, two grandparents and two kids in a circle smile down at the camera

Financial Planning

How financial and estate planning can reduce money stress for women

Have you talked to your partner and parents about making a will and other end-of-life decisions?

How financial and estate planning can reduce money stress for women
A woman hugs her daughter after reading about her RESP options online

Ask a Planner

Can an estate contribute to an RESP account?

Here’s what you need to know before deciding to leave money in trust for an RESP account after your...

Can an estate contribute to an RESP account?
A young family sitting together on a bed laughing, 'cause life's good!

Life Insurance

How does life insurance work?

It’s a task that can easily end up on the back burner, but it’s well worth taking the time...

How does life insurance work?

Advertisement

Ask a Planner

What to consider when naming investment account beneficiaries

Whom you name as your account beneficiary—and whether you name one—can have tax and estate implications. Here’s what you...

What to consider when naming investment account beneficiaries

Advertisement