Nearly eight in 10 Canadians (76%) worry they won’t have enough money to retire comfortably (1) — a concern that’s grown more ...

How long will you be living without a paycheque? Maybe years – or decades – longer than you think, or have planned for.

Registered retirement savings plans (RRSPs) can be an excellent vehicle to invest in high-yielding private mortgages, thereby ...

Every fall, the Canada Revenue Agency releases key updates showing how contribution limits, tax brackets and benefits, among other things, will change in the coming year. Recently the tax agency also ...

Year-end is an ideal time to review investment portfolios to determine where it might make sense to trigger capital gains to offset current or prior-year capital losses, or trigger capital losses to ...

A question popped up recently on Reddit that many Canadians can relate to: “Only 10K in retirement. How much do I need to worry given I own a home and have a pension? Most of the retirement benchmarks ...

A client who plans to withdraw from their TFSA in early 2026 should consider making the withdrawal now, before year-end. “Doing so will allow for recontributions as early as January 1, 2026, as ...

Matt Altro is busy these days. When he’s not getting calls from would-be clients, the president and chief executive officer of MCA Cross Border Advisors Inc. in Montreal is assisting fellow advisors ...

December is a key moment for Canadians to position RRSPs and TFSAs, focusing on quality businesses that combine tax efficiency with long-term growth and income potential. Smart investors are targeting ...

Canadian investors in the early stage of their career are using their self-directed Tax-Free Savings Account (TFSA) to build investment portfolios as part of their long-term retirement savings program ...