Recent Posts
Investing a lump sum
Dec 15, 2025 - Well-Advised
Have you received an annual bonus or inheritance? Studies show investing a lump sum all at once tends to beat investing gradually, but personal factors matter as much as market analysis....
Read moreAre you giving your children an allowance?
Dec 15, 2025 - Well-Advised
Should an allowance be tied to chores? How much is appropriate? Explore different approaches that can help teach your children about money. Then choose what works best for your family....
Read moreHow to minimize the tax payable by your estate
Dec 15, 2025 - Well-Advised
Canada does not have an estate or inheritance tax, but your estate assets are still subject to income and capital gains tax. Learn strategies, such as spousal rollovers and gifting to adult children, to reduce your estate’s tax liability....
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