How does a spouse’s death impact your TFSA contribution room?
A tax-free savings account inherited from a spouse is subject to special treatment. Here’s how it may impact the...
Estate Planning
Should you take extra RRIF withdrawals to increase your estate?
Contrary to the conventional advice, taking more than the minimum RRIF withdrawal can at times save tax on your...
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...
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...
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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...
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...
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 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...
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Don’t squander your legacy
Proper inheritance planning is crucial to ensure a smooth wealth transfer to the next generation. Here are three essential...