Ask a Planner

How to calculate the taxable amount for a cashed-in whole life insurance policy

Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....

Retirement

Best in show: How to find and invest in market leaders

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Retired Money

How retired parents can use the FHSA to help their adult children

Canada’s new first home savings account nicely complements earlier real estate programs. Retirees with grown adult children should take...

Financial Planning

Nicholas Hui, P.Eng, Certified Financial Planner

Nicholas Hui is an advice-only Certified Financial Planner based in Markham, Ont. Learn more about his story and unique...

Financial Planning

Janet Gray advice-only Financial Planner

Janet Gray is a Certified Financial Planner, speaker and educator based in Ottawa, Ont. Learn more about her story...

Stocks

Get paid to wait—is now an opportunity to invest in tech stocks?

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GICs

How to buy Scotiabank GICs

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Ask a Planner

Should you withdraw from non-registered or TFSA investments in retirement?

When starting to draw down your investments in retirement, should you sell your non-registered or TFSA stocks, or both?

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A strategy for non-registered and TFSA accounts in retirement

Between a TFSA and non-registered accounts, what is the most tax-effective way to withdraw to fund retirement?