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While financial worries are one of the biggest causes of stress today, proper planning can reduce anxiety and help secure your financial future.

Among all of the challenges that COVID-19 has brought, there have also been some positive changes that have emerged.

Tips and insights covering various aspects of your personal finances, including tax, mortgages/loans, estate planning, retirement and investing.

A year-end tax-planning checklist to help you minimize your taxes through investment planning, income splitting and other strategies.

Why it’s better not to get a tax refund, how to keep more in your paycheque, and what to do with the extra money.

Discover the different sources of investment income, how they work and how much you can expect to pay in tax for each one.

The RDSP is a registered savings plan that allows for tax-deferred growth and includes government grants and bonds that can help the savings grow faster.

If you’ve never managed the household finances and your spouse suddenly dies, it can be overwhelming doing it by yourself. Here’s how to make it easier.

As we wave goodbye to 2023, we can also expect to bid adieu to some of the key events of the year that made it especially challenging for the markets. The central bank interest rate rises, which brought about a mini banking collapse early in the year, appear to have come to an end, while inflation is moving toward target levels.

TFSAs, Capital Gains, Spousal RRSPs, and more. Our tax planning experts have helped Canadians keep their money since 1926. Learn about the TFSA limit & other tax solutions.