What Happens to an RRSP When the Last Surviving Spouse Dies in Canada?
When the last surviving spouse dies, the RRSP becomes taxable all at once: what happens, and how to plan ahead to reduce the bill.
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4 Key Points for a Successful Investment Plan
A clear plan, volatility seen as an opportunity, periodic rebalancing: decisions that matter more than picking securities.
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A strategy with lower correlation to stock markets that generates monthly income — interested?
Monthly income, diversification and active management: the profile of a fund designed for lower correlation with stock markets.
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House Rich, Cash Poor
A net worth of one million, but $2,500 in the bank: the trap of wealth locked up in bricks, and how to avoid it.
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A Stable Return, Without Riding the Market’s Ups and Downs?
Real estate investment trusts can offer stable income with little correlation to stock market headlines. An overview.
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Investment Diversification
US large caps have dominated the past decade, but nothing outperforms forever. A case for diversification.
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Another Headline About Trump’s Tariffs — It’s Not Without Reason
US surtaxes of up to 145% on Chinese products: what the trade escalation could mean — including for Canada.
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I know there is a lot of noise in the markets right now.
Tariffs, geopolitical tensions, anxiety-inducing headlines: a reminder of what market history teaches us about diversification.
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What Do Tariffs Mean for Canada?
Automotive, aluminum, energy: the Canadian sectors most exposed to U.S. tariffs, and what it all means.
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When We Budget, Mortgage Payments Are Often Seen as Expenses.
The Smith Manoeuvre: gradually turning your mortgage payments into an investment lever using the equity in your home.
