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Retirement

Steph Gordon and Dennis Mathu smile at the camera against a yellow background.

My MoneySense

The one thing influencers Steph & Den want you to know about retirement

The two content creators share money advice daily with over 300,000 TikTok followers. Here’s what they have to say...

The one thing influencers Steph & Den want you to know about retirement
Man is reading the T5 from cashing in his whole life insurance policy, and checking his notes from when he bought it.

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....

How to calculate the taxable amount for a cashed-in whole life insurance policy
A smiling senior-age couple in a cafe discuss a newspaper article

Retirement

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

Best in show: How to find and invest in market leaders
A retiree with her adult child's own family at their first home, thanks to the FHSA

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...

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

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Certified Financial Planner Nicholas Hui smiles at the camera while crossing his arms with a grey brick wall in the background.

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...

Nicholas Hui, P.Eng, Certified Financial Planner
Financial Planner Janet Gray smiles at the camera against a dark background.

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...

Janet Gray advice-only Financial Planner
A middle-aged man takes notes about tech stocks from his laptop

Stocks

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

Get paid to wait—is now an opportunity to invest in tech stocks?
A woman hugs her young son in a sunlit room

GICs

How to buy Scotiabank GICs

How to buy Scotiabank GICs

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A woman nearing retirement waters her garden

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?

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

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