Converting mutual funds: The benefits, the risks and the costs
How to deal with DSC fees when redeeming mutual funds and find out if it’s worth paying the fees....
FPAC
Members of FPAC (the Financial Planning Association of Canada) are a source of quality advice. Working closely with governments, regulators, financial planners, academia, vendors and the general public, FPAC’s goal is to set standards and principles that will allow financial planning to evolve into a knowledge-based profession that ultimately commands the credibility, public awareness and respect afforded to other advisory professions. If you have financial planning questions, FPAC members can help—consult our directory of members to find the right fit for you.
TFSAs & RRIFs: What’s the difference between beneficiaries, successor holders and successor annuitants?
A Certified Financial Planner helps a reader understand these titles, the differences and which one is best.
Questions about real estate, family, finances and more
Three situations: Renovating a cottage to build an inheritance, adding names to a property and understanding capital gains. And...
Reality-testing your financial plan
John's advisor seems impressive, but he's left out an important consideration: What kind of lifestyle does his client want...
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“How do I become a money coach in Canada?”
Although regulatory requirements in most provinces permit you to provide financial advice or coaching with no education or experience,...
Creating your will: a guide for couples
Financial pros share tips for getting on the same page as your partner.
Presented by BDO Debt Solutions
Debt management: How I got help to take control of my debt
Debt management can seem daunting, if not impossible. However, with the right plan and a goal in mind, Jackie...
Is building an emergency fund more important than other financial goals?
Sami, 51 and single, wants to put extra mortgage payments and RRSP contributions on the back burner until her...
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Mapping out a clear path for your investments at retirement
Robert is 60 and has a low risk tolerance. So how should he invest his money to suit his...