Charitable giving through a private foundation

A private foundation provides flexibility, control and the opportunity for a lasting legacy....

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Enjoy more income in retirement by minimizing the OAS clawback

Smart planning can help you reduce or avoid the OAS clawback. From income splitting to managing minimum RRIF withdrawals, explore strategies to keep more of your benefits....

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Can you trust “finfluencers”?

Millions of followers look to financial influencers on social media for information and advice. Find out about the pros and cons of getting financial guidance in an unregulated space....

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How do you react to market highs?

It’s said the two emotions that influence investor behaviour the most are greed and fear. See why both can tempt investors when the stock market is booming....

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A millennial challenge of juggling financial goals

Statistics Canada reports that millennials in Canada now outnumber baby boomers, and many face a variety of financial needs. Learn about the traps and tips when meeting multiple goals....

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Helping adult children save

Canadians can have a TFSA and an FHSA at the age of majority—and an RRSP even earlier. Trouble is, young adults may not have funds to contribute. Maybe that’s where you come in?...

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“Trump and DeepSeek” Drama

Trump’s bold moves may have more in common with DeepSeek's AI launch than expected. See how politics and tech collide, shifting global dynamics and market power....

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How to give directly to charities inside or outside your will

You can leave a legacy to charities directly by donating cash, securities or specific assets, making beneficiary designations, or transferring ownership of permanent life insurance policies....

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The surprising variety of RESP-eligible programs

Hundreds of institutions beyond universities and colleges offer programs eligible for Registered Education Savings Plan (RESP) funding. Check out some of the career choices, from paralegal to pilot....

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Wealth planning for empty nesters

When you’re asked what it’s like to be an empty nester, finances may not be the first thing that comes to mind—but wealth planning can change once children leave home. Find out how....

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