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....
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....
Learn why the order of deaths in a couple may mean some beneficiaries get a windfall while others are left out in the cold....
Discover why everyone should have a valid will that is prepared by a legal professional....
The ultimate driver of value in today’s markets is scale. Find out how this hidden ingredient separates small business from trillion-dollar valuations....
Discover how the rise of AI-enabled physical robotics could reshape the job market, drive innovation and create new investment opportunities in tech and equities....
FIRE (financial independence, retire early) tells you to save, and YOLO (you only live once) asks you to spend. They just might get you thinking about your own saving or spending habits....
Determining the day you’ll retire is likely one of the most important decisions you’ll ever make. Fortunately, you just need to do the dreaming—we’ll do the math....
It’s common to think of your desired retirement income as a regular annual amount, but that won’t necessarily be the case. Find out about go-go, slow-go and no-go....