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FP Answers: Should I hold onto my capital losses until death to leave a larger inheritance?

FP Answers: Should I hold onto my capital losses until death to leave a larger inheritance?

by Andrew Dobson | Jun 7, 2024 | Andrew Dobson, Financial Planning, Financial Post

The article “FP Answers: Should I hold onto my capital losses until death to leave a larger inheritance?” was originally published in Financial Post on June 7, 2024. By Julie Cazzin with Andrew Dobson. Photo by Tara Winstead from Pexels. Proposed capital gains tax...
FP Answers: Should I pay myself dividends from my company to avoid CPP premiums?

FP Answers: Should I pay myself dividends from my company to avoid CPP premiums?

by Andrew Dobson | May 17, 2024 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: Should I pay myself dividends from my company to avoid CPP premiums?” was originally published in Financial Post on May 17, 2024. By Julie Cazzin with Andrew Dobson. Photo by by jittawit21. Passing on the premiums might save money today but...
FP Answers: What are the tax consequences of selling a small business to my son?

FP Answers: What are the tax consequences of selling a small business to my son?

by Andrew Dobson | Apr 12, 2024 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: What are the tax consequences of selling a small business to my son?” was originally published in Financial Post on April 12, 2024. By Julie Cazzin with Andrew Dobson. Photo by Mikhail Nilov from Pexels. Get the value appraised...
FP Answers: Should I convert my mother’s stock investments to low-fee ETFs?

FP Answers: Should I convert my mother’s stock investments to low-fee ETFs?

by Andrew Dobson | Mar 1, 2024 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: Should I convert my mother’s stock investments to low-fee ETFs?” was originally published in Financial Post on March 1, 2024. By Julie Cazzin with Andrew Dobson. Photo by by Zolak from Getty Images. Options are plentiful, but just...
FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?

FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?

by Andrew Dobson | Feb 9, 2024 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?” was originally published in Financial Post on February 9, 2024. By Julie Cazzin with Andrew Dobson. Photo by Worldspectrum from Pexels. Investing as...
FP Answers: Is it wise to invest some savings in gold? If so, what’s the best way?

FP Answers: Is it wise to invest some savings in gold? If so, what’s the best way?

by Andrew Dobson | Jan 12, 2024 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: Is it wise to invest some savings in gold? If so, what’s the best way?” was originally published in Financial Post on December 15, 2023. By Julie Cazzin with Andrew Dobson. Photo by by rcphotostock. Gold should be used mainly as a...
FP Answers: How do I figure out my combined marginal tax rate so I can make good financial decisions?

FP Answers: How do I figure out my combined marginal tax rate so I can make good financial decisions?

by Andrew Dobson | Dec 15, 2023 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: How do I figure out my combined marginal tax rate so I can make good financial decisions?” was originally published in Financial Post on December 15, 2023. By Julie Cazzin with Andrew Dobson. Photo by Mikhail Nilov from Pexels....
FP Answers: How will cashing in my stock options affect my CPP contributions for the year?

FP Answers: How will cashing in my stock options affect my CPP contributions for the year?

by Andrew Dobson | Nov 17, 2023 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: How will cashing in my stock options affect my CPP contributions for the year?” was originally published in Financial Post on October 6, 2023,  By Julie Cazzin with Andrew Dobson. Photo by by TonyIaniro from Getty Images. If you...
FP Answers: Are segregated funds my best investment choice like my adviser says?

FP Answers: Are segregated funds my best investment choice like my adviser says?

by Andrew Dobson | Oct 6, 2023 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: Are segregated funds my best investment choice like my adviser says?” was originally published in Financial Post on October 6, 2023,  By Julie Cazzin with Andrew Dobson. Photo by simarik from Getty Images Signature. Funds offer...
FP Answers: What should an investor do if they own a lot of shares in one company?

FP Answers: What should an investor do if they own a lot of shares in one company?

by Andrew Dobson | Oct 5, 2023 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: What should an investor do if they own a lot of shares in one company?” was originally published in Financial Post on May 5, 2023, updated on October 5, 2023. By Julie Cazzin with Andrew Dobson. Photo by by kenneth-cheung from...
FP Answers: What’s the best strategy for making good use of my CPP, Old Age Security and RRSP money?

FP Answers: What’s the best strategy for making good use of my CPP, Old Age Security and RRSP money?

by Andrew Dobson | Aug 18, 2023 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: What’s the best strategy for making good use of my CPP, Old Age Security and RRSP money?” was originally published in Financial Post on August 18, 2023,  Last updated October 5, 2024. By Julie Cazzin with Andrew Dobson. Photo by...
FP Answers: What are the problems associated with holding U.S. stocks in a TFSA?

FP Answers: What are the problems associated with holding U.S. stocks in a TFSA?

by Andrew Dobson | Jul 28, 2023 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: What are the problems associated with holding U.S. stocks in a TFSA?” was originally published in Financial Post on July 28, 2023,  Last updated Jan 10, 2024. By Julie Cazzin with Andrew Dobson. Photo by DangerJacobs from Getty...
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Blog Contributors

Jason Heath
Nancy Grouni
Brenda Hiscock
Andrew Dobson
Hannah McVean
Thuy Lam

Recent Posts

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  • Cross Border Financial Planning: U.S. Citizens Living in Canada March 23, 2025
  • Cross Border Financial Planning: Considerations for Americans Moving to Canada March 10, 2025
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  • How often should you update your financial plan? November 22, 2024
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  • 2024 Federal Budget Amendments that Impact CPP Benefits August 7, 2024
  • 5 reasons why TFSAs aren’t always the best fit for everyone June 10, 2024
  • FP Answers: Should I hold onto my capital losses until death to leave a larger inheritance? June 7, 2024
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