The principal residence exemption

August 20, 2019 |Mirjana Janzen

This article addresses a number of tax and estate planning questions surrounding the principal residence exemption, such as what qualifies as a principal residence and some implications of holding the residence in joint ownership with an adult child.

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Canoe

Financial markets face a certain amount of uncertainty

August 20, 2019 |Mirjana Janzen

The escalation in trade tensions shattered financial markets’ summer of calm. We suggest investors buckle up and focus on the fundamentals.

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Dollar signs

The "wealth alpha" potential of Individual Pension Plans

August 20, 2019 |Mirjana Janzen

Finding the most suitable approach to saving for retirement is a key aspect in overall wealth planning, and, depending on your circumstances, there may be a range of options to consider in helping to build and maximize your retirement nest egg.

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Jar

The picture of giving in Canada

August 16, 2019 |Mirjana Janzen

Reflecting on the "how", "when" and "why" of charitable giving among Canadians.

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5 foolproof ways to talk to your teen about money

August 06, 2019 |Mirjana Janzen

Here are five ideas to spark age-appropriate conversations with your kids about investing, without being met with the dreaded eye-roll.

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5 thing Canadians need to know when selling their U.S. property

August 06, 2019 |Mirjana Janzen

As you prepare to sell your U.S. property, make sure you know how U.S. and Canadian taxes come into play.

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Be Cyber Aware

How to protect yourself and your data

August 06, 2019 |Mirjana Janzen

How to stay digitally protected and reduce the risk of getting scammed.

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David Chilton

The Wealthy Barber: Get an up-to-date will!

August 06, 2019 |Mirjana Janzen

In this article and accompanying video, David Chilton explains why he urges his family and friends to keep an up-to-date will.

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