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Fees

Banking

Can challengers like EQ Bank and Wealthsimple take on the big banks?

Some smaller Canadian banks have made gains, but it’s a long road to higher market share.

Can challengers like EQ Bank and Wealthsimple take on the big banks?
A financial advisor meets with two clients.

Financial Planning

When working with a financial advisor, understand what fees you’re paying

Financial advisors have different investing styles and fee structures. Here’s how to choose the right planner for your needs...

When working with a financial advisor, understand what fees you’re paying
A Canadian family moves boxes into a property in the U.S.

Columns

When are costs for a U.S. property tax-deductible in Canada?

Canadians pay tax on their worldwide income. But do the costs associated with U.S. properties get the same tax...

When are costs for a U.S. property tax-deductible in Canada?
A man works on his laptop with a small dog on his lap

Ask a Planner

How to change a past tax return

You can amend previous tax returns to include new information, such as investment management fees for a non-registered account....

How to change a past tax return

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A young family discusses the rising costs of food in their living room

Banking

Fewer banking fees, help for mortgage holders—here’s what new rules could mean for Canadians

The federal government’s new affordability measures build on other recent changes aimed at reducing financial pressure on cash-strapped Canadians....

Fewer banking fees, help for mortgage holders—here’s what new rules could mean for Canadians
A man with a pensive expression walks down a street

Ask a Planner

Are mutual fund fees tax deductible?

Don’t go claiming a deduction for mutual fund fees on your tax return. Why? Because they’ve already been indirectly...

Are mutual fund fees tax deductible?
Links to video "How to send money internationally"

Banking

Video: How to send money internationally

Video: How to send money internationally
A female Canadian investor is on the phone, talking with her advisor to find out if she can put mutual fund fees back into her account.

Ask a Planner

Can I put mutual fund fees back in my account?

Investing fees (MER, TER, trailing) are always hard to swallow, but what if there was a way to manage...

Can I put mutual fund fees back in my account?

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man checking investment statement

Ask a Planner

How to figure out your investment fees

John is unclear about what he’s paying his advisor, and cannot seem to get a straight answer.

How to figure out your investment fees

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