Find out under what circumstances the courts may step in to change estate distribution instructions....
AI investment is accelerating, but can monetization match the momentum? Explore the forces behind the pervasive market volatility and why some see the makings of a bubble....
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....
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....
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....
When your income increases, it’s normal to upgrade your lifestyle. The problem starts when you spend all your extra income, leaving you no further ahead on your financial goals....
A power of attorney document (mandate in Quebec) ensures someone you trust will handle your financial affairs if you suffer a cognitive impairment. It’s a crucial step for every adult, regardless of age....
River Road, a newly appointed CI sub-advisor, shares how they uncover hidden gems, avoid value traps and apply their overall absolute investing philosophy. Read the full interview to discover their conviction-driven strategy....
Here are a few practical tax-saving strategies to close out the year!...
A refresher course on the First Home Savings Account (FHSA) introduced since 2023...
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