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illustration of magnifying glass and tax forms

Creditor account protection across Canada is a jurisdictional maze

The Canada Revenue Agency sign outside the National Headquarters at the Connaught Building in Ottawa is seen on Monday, March 1, 2021. CRA Tax

In an income tax folio, the Canada Revenue Agency clarified its position on settlement amounts and registered plans

couple saving money together

Respondents cited real estate, digital investing and crypto as the most confusing areas of personal finance

  • By: Staff
  • April 14, 2022 April 14, 2022
  • 12:52
Canadian parliament in Ottawa

The government plans to consult on how to allow "genuine" intergenerational share transfers

Small white piggy bank sitting on a layer of Canadian twenties bills with a dollar coin (loonie) dropping inside.

The size of contributions rose in 2020, alongside the number of savers

These initiatives can help clients enter the housing market

couple saving money together

A lack of understanding about spousal RRSP limits was no excuse

spousal RRSP

Make sure clients don’t run afoul of the attribution rules

Financial Advisor Assisting Senior Couple

If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023

Securities trending down

ETF sales up in January, mutual funds down as markets swoon

  • By: Staff
  • February 22, 2022 February 22, 2022
  • 12:07