Financial Planning

Financial Planning

6 tips to plan for incapacity

It’s important to be ready for a time when you may be unable to care for yourself, your property and your assets

September 30, 2016

2 min read

Financial Planning

RESP advice for Mindy Lahiri

How to secure her son Leo's future.

By Sarah Cunningham-Scharf |September 29, 2016

3 min read

Financial Planning

Estate planning advice for Mindy Lahiri

How should she budget and save for her son’s future as well as her own?

September 28, 2016

3 min read

Financial Planning

Mindy Project gets financial advice

As a single mother, what plans should Mindy have in place to protect and provide for Leo in case she gets sick or dies?

By Sarah Cunningham-Scharf |September 27, 2016

3 min read

Financial Planning

Resources for new Canadians

Former Ottawa Senators captain Daniel Alfredsson is now a Canadian citizen.

By Staff |September 20, 2016

1 min read

Financial Planning

Should I work past 70 while collecting CPP and OAS?

A 67-year-old worker who contributed to CPP for 14 years wonders if she can keep working after she starts collecting benefits at age 70

By Jonathan Chevreau, MoneySense |September 13, 2016

2 min read

Financial Planning

Prove your value to business-owning clients

Business owners face unique financial and tax challenges

By Staff |September 8, 2016

2 min read

Financial Planning

4 ways to pass on the family cottage

Minimizing tax is only one factor to consider when passing on the family cottage

By Romana King, MoneySense |September 8, 2016

4 min read

Financial Planning

How new couples can pay mortgages fairly

MoneySense's Bruce Sellery helps a homeowner who is wondering if both partners should contribute the same amount to their mortgage payments, even if one makes a lot more money than the other.

By MoneySense |September 2, 2016

1 min read

Financial Planning

Help clients understand how you’re paid

Your clients come to you for sound financial advice, but may not fully understand how you’re paid. Whether you’re commission-based or fee-only, take the time to explain your payment structure.

By Staff |September 1, 2016

1 min read

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