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qualified advice

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Qualified Advice

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.

TFSAs & RRIFs: What’s the difference between beneficiaries, successor holders and successor annuitants?

Qualified Advice

How does CPP credit splitting work if I’m divorced?

A Certified Financial Planner helps a reader understand how pension splitting between divorced spouses works.

How does CPP credit splitting work if I’m divorced?
what to do with old stock certificates

Qualified Advice

What should I do with physical share certificates?

A Qualified Associate Financial Planner helps a reader figure out how to handle old physical share certificates of BCE.

What should I do with physical share certificates?

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