Personal finance

On customer satisfaction, Wealthsimple and other low-cost players take big bank online brokerages to school

How the federal budget’s AMT changes affect tax planning

Developing a financial plan to help clients care for an aging family member

Debt Diaries

Parents, what money messages are you sending your kids?

Can Thelma, 61, retire soon without cutting back on her spending?

Can your current mortgage lender affect whether you can make a switch? In my case, it did

A toolkit for capital gains decision-makers

This is how much homeowners are spending to replace a roof or furnace and fix a toilet

How this former food industry business owner is finding new identities in retirement. Plus: How to calculate a capital gain on your cottage – and save on taxes

How to overcome ‘savings guilt’ when you’re living paycheque to paycheque

Why I just cancelled Netflix after 13 years

What young people can do when homeownership seems out of reach

Incomes tell the story of who is wealthy in Canada better than cottages and capital gains

What to consider when developing a financial plan for parents with disabled children

Can Matthew, 57, and Lizzy, 56, afford to retire in three years?

Some interest rates for investors have risen lately - here’s how to take advantage

They tried for a flight using Aeroplan and ended up booking the train

If we’re angry about high prices, why do we let the investment industry get off easy?

Owe the tax man but can’t pay? Ignoring the problem will only make things worse

What a U.S. ruling on net investment income tax could mean for Canadian dual citizens

An immigrant’s take on banking and home buying in Canada

Could you lose your family doctor because of higher capital gains taxes? That does not compute

Financial pessimism rising alongside interest rates, inflation: ‘I’ve had to re-evaluate what is possible’

Mortgage stress tests cause more harm than good. Here’s how to fix them

Does Connie, 71, have enough to meet her retirement goals if she can’t find work?

Rooting for Trump to fail has made these investors millions. Plus, the 2024 dividend ETF Buyers Guide

Tax capital gains like other income, yes – but tax all kinds of income less

Renovating on a budget: How to plan for a major house project despite rising costs

In search of hard numbers on what it costs to maintain a home

The secret to career success is to ‘pick a lane and stick to it,’ this adviser says

He keeps ‘a few thousand in crisp new bills’ at home - is that a good idea?

Advisors rush to revamp tax strategies after Ottawa’s surprise change to the capital gains inclusion rate

Here’s how tax planning changes once you retire

Where the CRA is focusing audit activity this year