How to go about securing the best return for your investment in Canada.
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Manitoba government to hand out cheques to help with rising food, fuel costs - CBC.ca + MORE Jan 26th
Manitoba government to hand out cheques to help with rising food, fuel costs CBC.caManitoba premier announces second round of inflation cheques Global NewsManitoba premier to announce new round of cheques to combat rising cost of living CBC.caSecond round of Manitoba.... More »
What types of tax-free savings accounts (TFSAs) exist? Dec 19th
A tax-free savings account (TFSA) is a fantastic way to earn money on your savings, without having to pay tax on those earnings. Registered by the federal government, TFSAs are available to Canadians aged 18 and older. Unlike a registered retirement savings plan (RRSP), you cannot deduct contributio.... More »
BHP trying to acquire Anglo American, threatening Teck takeover - The Globe and Mail Nov 23rd
BHP trying to acquire Anglo American, threatening Teck takeover The Globe and MailBHP BHP Drops Anglo American Tie-Up Plan, Canva’s IPO plans: Australia Briefing Bloomberg.comMining giant BHP makes renewed takeover bid for rival Anglo American, source says CNBCBHP .... More »
The ‘everybody loses’ scenario: Why the Iran conflict is breaking this classic portfolio strategy - MarketWatch + MORE Mar 6th
The ‘everybody loses’ scenario: Why the Iran conflict is breaking this classic portfolio strategy MarketWatchStock market volatility set to continue, warns Citi Yahoo! Finance CanadaFinancial Advisor Warns it May Take Time to Notice Financial Implications from Middle East C.... More »
Stock news for investors: Q4 results from Manulife, Sun Life, Air Canada, and more Feb 13th
Here’s a round-up of news for Canadian investors this week.
Manulife
Sun Life
Cineplex
Air Canada
Brookfield Corp.
Fortis
Featured RRSP Accounts
featured
EQ Bank
Build.... More »
Estate planning and trusts for a beneficiary with a disability
– moneysense.ca
I am wondering who I would reach out to for estate planning advice. I have a family member on permanent disability (independent living) and wish to arrange a trust upon my death that would not interfere with his monthly support ceiling of one thousand dollars a month (the current income is approximately one thousand four hundred).
Would this be a financial advisor question or an estate planner question?
—Libbie
Lawyer, financial planner, estate planner? Who’s best for estate planning, income tax, investments and more?
One of the biggest challenges with getting advice on money is there are often many different facets to consider. In this case, Libbie, there are estate planning, income tax and investment considerations, amongst others.
You would normally speak to a lawyer about estate planning, an accountant about income tax, and an investment advisor about investing. A professional financial planner may be able to help develop an estate plan that includes establishing a trust or preparing a will with a lawyer and offer advice in all of these areas…


