Taxation

How are Canadians Using TFSAs?

Posted 19 May 2016 courtesy of Mackenzie Investments

We've introduced the Tax-Free Savings Account before, but do many Canadians know what they are or how...

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Investments

Can new Canadians open a TFSA?

Posted 06 May 2016 by Lorna Maughan

Now that I have been here in Canada for over a year I am starting to look into...

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Retirement Planning

Investing Basics for Millenials

Posted 22 Apr 2016 courtesy of Dynamic Mutual Funds

Now that you are starting out in life there are many things to consider. Some, such as deciding...

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Investments

2016 Budget Update

Posted 23 Mar 2016 by Rick Irwin, CFP, CLU

Yesterday (March 22, 2016), Liberal Finance minister Bill Morneau delivered the first budget for the Trudeau government. As...

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Retirement Planning

Canadians not saving enough for Retirement

Posted 07 Mar 2016 courtesy of Sandra Boyd, Great-West Life

This week's Monday Muse highlights the unfortunate truth around retirement readiness, or the lack thereof, amongst many Canadians. It is...

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Retirement Planning

Transferring Overseas Pensions

Posted 22 Feb 2016 by Lorna Maughan

When moving to Canada from the UK I am sure the last thing on your mind is “what...

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Investments

How NOT to Offset Capital Gains

Posted 22 Feb 2016 courtesy of Tim Cestnick, Dynamic Funds

Capital gains triggered from the sale of non-registered securities like mutual funds or stocks can sometimes take investors...

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Insurance

N.S. Pharmacare Changes Halted

Posted 19 Feb 2016 by Melissa Allan

Pharmacare is a program offered by the province of Nova Scotia that allows both seniors and families access...

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Retirement Planning

Scrounging for an RRSP Contribution?

Posted 15 Feb 2016 by Patricia Bell, PFP

The phrase “RRSP season” should be familiar to many of us – the scramble to top-up your RRSP...

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