Worked abroad? Here’s what to consider about moving your pension savings to Canada
Open this photo in gallery: Many Canadians have built retirement savings outside the country.Illustration by Sam Island The…
‘I have all the houses I need’: A 47-year-old entrepreneur mulls what to do after inheriting multiple homes
The Beneficiary: “David” is a 47-year-old entrepreneur with a background in investment banking. He grew up in a…
An inheritance led to her dream home – and is now helping this 68-year-old plan her own will
Open this photo in gallery: Illustration by Photo illustration by The Globe and Mail. Source images: Getty Images…
After months of limbo, Ottawa says RRIF withdrawal cut won’t happen in 2025
Open this photo in gallery: Parliament Hill in Ottawa in March. Despite an earlier campaign promise, the Liberal…
Unions warn federal budget proposal could lead to pension cuts for government workers
Open this photo in gallery: The Canadian Union of Public Employees said it’s concerned the federal government is…
The finfluencer’s class is in session. Is it worth paying for?
Open this photo in gallery: There are many finfluencers that use their personal experiences to educate others. That…
Canada needs guidelines for AI use in financial advice, report says
As Canadians shoulder more responsibility for their retirement savings, many are “flying blind” in an increasingly complex financial…
You’ve been named executor of an estate. What if you don’t want the job?
Open this photo in gallery: Debbie Stanley, CEO of ETP Canada, estimates the average executor spends about 400…
Wealthsimple launches RRSP loans as fintech pushes into retirement planning
Open this photo in gallery: The Wealthsimple app on a smartphone.Giordano Ciampini/The Canadian Press Wealthsimple is introducing a…
‘Our son passed away and we’ve been frozen in sadness. What do we do with his finances?’
Two months after my son turned 18, he passed away. This was in August, 2023. We are frozen…
‘How do I encourage my heirs to take more interest in investing their inheritance after I’m gone?’
Open this photo in gallery: When we pass on, our children will each inherit a tidy sum, but…
Their father died and left $6-million to their mother. Here’s how three siblings set a wealth transfer in motion
Open this photo in gallery: Illustration by Photo illustration by The Globe and Mail. Source image: Getty Images.…