Separation and divorce: How do we split up our investments?

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When a relationship breaks down, there are tax implications arising from the division of investment assets.  ...

Switching from mutual funds to ETFs

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Thinking about switching from high-fee mutual funds to low-fee exchange-traded funds? An investor advocate walks through the steps—and watch-outs—to follow when you're ready. ...

Ways to “unlock” retirement savings in a LIRA

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Keith wants to know what to do with his DPSP now that it has been transferred to a locked-in retirement account.  ...

Using The Wealth Formula to boost investment success

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Understanding the six forces that affect how your money grows, and how they may pull you and your money in different directions—often at the...

Financial priorities for the new year

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January is a good time to review your investments, tax and debt management planning. Here’s how to get started. ...

What to consider if you still have RRSP contribution room

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With just weeks left before the contribution deadline, a Certified Financial Planner rounds up key facts and common RRSP myths.  ...

Changing attitudes towards RRSP contributions in Canada: It’s complicated

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Financial instability created by the pandemic is shifting why and where people choose to save or invest. ...

Transferring employer pensions to LIRAs, LIFs and RRSPs

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Can you take it with you? After quitting his job, Andrew wants to know if he can transfer that employer’s pension to an RRSP....

How much to take out of your RRSP in your 60s

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Although RRSP withdrawals can be deferred no later than age 72, it may be necessary or advisable to make withdrawals before then. ...

Asset location: Where to hold investments for tax savings

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Investments are taxed differently. Readjusting your asset location (stocks, bonds and funds in the right accounts) can save you money. ...

Recent Posts

Making sense of the markets this week: March 20

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The Fed makes the first move on rate hikes, investors show Warren Buffett some love, and the geopolitical fallout hits the semiconductor sector. ...

Triggering losses by transferring investments to a TFSA

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Stavros is worried that contributing an investment in kind to his TFSA will trigger the “superficial loss rule.”  ...

Reduced income: What to do when two household incomes become one

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Reduced income can really throw a wrench into your life plans. Find out how Michelle and Peter got debt relief by filing a consumer...

Changing attitudes towards RRSP contributions in Canada: It’s complicated

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Financial instability created by the pandemic is shifting why and where people choose to save or invest. ...

What to consider if you still have RRSP contribution room

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With just weeks left before the contribution deadline, a Certified Financial Planner rounds up key facts and common RRSP myths.  ...