A multi-generational photo, showing the impact of a death in the family, estate planning and the final return

Taxes

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What tax returns should be completed when someone passes...

The final tax return after death: How it gets done in Canada
A man reads documents about his TFSA and other investments at work, as he plans his retirement.

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A strategy for non-registered and TFSA accounts in retirement

Between a TFSA and non-registered accounts, what is the...

A strategy for non-registered and TFSA accounts in retirement
A mother and daughter are seated on a couch discussing plans for a disabled beneficiary trust

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When seeking advice that may involve multiple disciplines, including...

Estate planning and trusts for a beneficiary with a disability
A woman in her late 50s/early 60s smiles, as her husband is behind her about to give her a hug. They're wondering about GICs for his retirement savigs

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Is now the time for retirees to sell stocks and buy GICs?

Many people near or in retirement are worried about...

Is now the time for retirees to sell stocks and buy GICs?

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A woman reads an article online about her options as a long-term investor

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Is now the time for a long-term investor to abandon stocks?

It’s been a difficult year for stock investors. Should...

Is now the time for a long-term investor to abandon stocks?
A woman hugs her daughter after reading about her RESP options online

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Can an estate contribute to an RESP account?

Here’s what you need to know before deciding to...

Can an estate contribute to an RESP account?
Two women looking at their wills, deciding whether or not to name each other on the registered accounts

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When is it better to have beneficiaries listed on...

Is it better to list a beneficiary on registered investments or have the account go to the estate?
On the street, a well-dressed woman reviews for finances using an app on her phone

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Tools and habits to stay on track with your money goals

Goal tracking is an important part of proactive financial...

Tools and habits to stay on track with your money goals

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2022澳洲幸运10开奖查询

A couple with a pair of joint accounts wants...

How spouses with joint accounts should claim capital losses

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