Estate planning is more than simply ‘who gets what’. It gives you a chance to think about who you are, what matters to you, and most importantly who matters to you. That means taking care of yourself, both now and in the future, and taking care of the people closest to you: now, in future and when you are no longer around.

Knowing how much contribution room you have available in your tax-free savings account (TFSA) will help you take maximum advantage of tax-sheltered growth potential

Year-end is a time when we start thinking about winding down. However, in the field of tax planning, that annual deadline is when we need to take stock, and potentially take action.

As an investor, you likely have several financial goals you’re working toward. Some of them might be short term, like an upcoming vacation or pending home downpayment, while others may stretch further into your future, like your young child’s post-secondary education or your retirement.

“You can’t take it with you.” That’s why it’s common practice for older generations to transfer their wealth to their families, friends, or charities upon their death.

Forget real estate. Forget the inheritance. As great as it might feel to be able to pass down financial assets to your children/grandchildren, one of the most important things you can pass down to them is financial literacy.