Not sure how to make a retirement plan? Read on…
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Should you sell stocks you inherit? + MORE Sep 12th
An inheritance can be comprised of cash, securities, real estate, or other assets. When you inherit securities like stocks, there are income tax and strategic considerations. Here are some that you should keep in mind.
How are stocks taxed when you inherit them?
When a spouse or co.... More »
What is the TFSA contribution limit in 2025? + MORE Feb 14th
The tax-free savings account (TFSA) is one of the best ways for Canadians to grow their money. This registered account (meaning that it’s registered with the federal government) offers tax-free growth and tax-free withdrawals—a one-two punch that no other Canadian registered account offers.
U.... More »
In the years leading up to retirement, an updated financial plan is key: Experts + MORE Jun 29th
Retirement planning getting you down? There are always smart ways to plan the financial aspects of your retirement.
In the years leading up to retirement, an updated financial plan is key: Experts - thestar.comContinue Reading On thestar.com »
How to become a digital nomad—and not g.... More »
Planning for retirement with little or no savings to draw on + MORE Mar 21st
Despite their best intentions, some Canadians, facing a variety of financial challenges throughout their working lives, are not able to save much towards retirement. It can be difficult to know how to manage in these circumstances, especially when so much of the financial planning advice that gets s.... More »
Can a non-resident open an investment account in Canada? Sep 21st
I moved to Sweden to study in 2021 and I am no longer considered a resident of Canada (to my understanding). However, I have some money to invest. I am not allowed to contribute to my TFSA which leaves me with contributing to an RRSP or an ISK (Swedish tax efficient account). In short, you pay ~0.40.... More »
You can even get a precise estimate years in advance, thanks to a new online service that goes where the federal government won’t, writes David Aston.
