Why bond mutual funds are a great way to control risk + MORE Jul 26th

How to go about securing the best return for your investment in Canada.

Latest News

What a stock split means for your portfolio and tax situation + MORE Sep 8th

When a stock splits, investors end up with more shares of a company, at a lower stock price. An example might be a 2:1 split, where an investor with 10 shares worth $100 each ends up with 20 shares worth $50 each after the stock split. Apple (Nasdaq: AAPL) and Tesla (TSLA) both had stock splits on.... More »

TFSA confusion: The myths that just won’t die Jun 25th

After 15 years of conversations with blog readers and financial planning clients, I’m still amazed at how often the same myths about tax-free savings accounts (TFSAs) pop up. I’ve had clients ask if a dividend paid inside their TFSA counts as a contribution. Others think they lose contribut.... More »

Twitter shares up 5% as they win new follower: The S&P 500 + MORE Jun 5th

Twitter Inc is joining the benchmark S&P 500 U.S. index, pushing the social media company's stock price up on Tuesday as demand surged from equities investors..... More »

Why homeownership isn’t guaranteeing financial security for seniors Apr 1st

There’s a common belief that homeownership guarantees financial security, but a new study from the University of Calgary challenges that idea. The March 2025 Social Policy Trends study surveyed 715 Albertan seniors—both homeowners and renters—about their financial situations. While the stud.... More »

Paying capital gains tax on a loss + MORE Apr 24th

Q: My question today relates to the new changes to capital gains on real estate. My wife and I owned a condo for a number of years. We paid $80,000 in 2006 and sold for $140,000 in March 2016. The problem is we rented the unit out after we bought our house in 2011. Looking at the new formula for .... More »