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Estate Planning

A young couple meet with a financial planner in his office

Financial Planning

What type of financial advisor do you need?

If you’re looking for a financial advisor or planner, learning about their credentials can help you choose the right...

What type of financial advisor do you need?

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Estate planning for singles—is a trust company the answer?

Canadians with no children or siblings must consider estate planning alternatives. Here’s why trust companies can be a good...

Estate planning for singles—is a trust company the answer?

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Elderly woman in wheelchair with granddaughter

Estate Planning

How to pay yourself as a power of attorney in Ontario

Should you be paid as a power of attorney? Learn about the compensation rules in Ontario and how to...

How to pay yourself as a power of attorney in Ontario
Woman seeks advice from estate planner

Real Estate

Do I need a tax lawyer to prepare my estate?

Wondering whether your estate planner knows the latest tax laws? Do you need a tax lawyer too? Discover three...

Do I need a tax lawyer to prepare my estate?

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Couple talking on a bench about what happens to their RRIFs when one dies

RRIFs

What happens to a RRIF when the account owner dies?

Find out if a RRIF goes to the beneficiaries or spouse when the holder of this registered account passes...

What happens to a RRIF when the account owner dies?
Older man paints picture

Retired Money

What is RetireMint? The Canadian online platform shows retirement planning isn’t just about finances

Web platform RetireMint offers something most other sources of retirement planning information don’t: advice on the non-financial aspects of...

What is RetireMint? The Canadian online platform shows retirement planning isn’t just about finances
Multi-generational family poses for selfie

Estate Planning

Don’t squander your legacy

Proper inheritance planning is crucial to ensure a smooth wealth transfer to the next generation. Here are three essential...

Don’t squander your legacy

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Tax implications of adding a child’s name to your rental property

To fully understand the potential tax outcomes, consider legal versus beneficial ownership, the capital gains inclusion rate, changes to...

Tax implications of adding a child’s name to your rental property

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A parents’ guide to home down payment gifts and loans

Many parents loan or gift money to their adult children for real estate purchases. Here are the legal and...

A parents’ guide to home down payment gifts and loans

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