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, By Julie Cazzin with Andrew Dobson. There is a significant amount of risk in having 50% of your...
The article “These are the adviser fees, hidden and otherwise, that investors need to be wary of” was originally published in Financial Post on February 28, 2023. PHOTO BY GETTY IMAGES/ISTOCKPHOTO. Most consumers are still largely in the dark about how...
The article “When is capital gains tax due on a cottage purchased in joint tenancy with two other people?” was originally published in Financial Post on February 24, 2023. PHOTO BY JAMES MACDONALD/BLOOMBERG FILES. RRSP contributions are one way of reducing...
The article “Here’s what you need to know about picking an executor for your will” was originally published in Financial Post on January 26, 2023. PHOTO BY GETTY IMAGES/ISTOCKPHOTO. Testators writing a will should consider whether the executors they...
The article “What are the pros and cons of using a DRIP account for your investments?” was originally published in Financial Post on January 20, 2023. PHOTO BY MICHAEL NAGLE/BLOOMBERG FILES. Using DRIPs in a taxable account could have unintended long-term...
The article “Your TFSA investing strategies will need a rethink in 2023” was originally published in Financial Post on January 5, 2023. PHOTO BY GETTY IMAGES/ISTOCKPHOTO. A changed financial landscape means these four strategies might require a rethink...
The article “When should I add more GICs or bonds to my portfolio mix?” was originally published in Financial Post on December 2, 2022. PHOTO BY MICHAEL M. SANTIAGO/GETTY IMAGES FILES. Some key investment tips on how to preserve capital while maintaining...
The article “Why it’s time for borrowers to accept the new normal of higher rates and plan accordingly” was originally published in Financial Post on November 29, 2022. PHOTO BY COLE BURSTON/BLOOMBERG FILES. Interest rate normalization is causing the...
The article “These money-saving strategies can help investors make the most of a very bad year” was originally published in Financial Post on October 3, 2022. Jason Heath: You can earn a guaranteed return on your investments whether markets rise or fall...
The article “How Canadians can split their income and lower their tax bills” was originally published in Financial Post on September 8, 2022. PHOTO BY CHLOE CUSHMAN/NATIONAL POST ILLUSTRATION FILES. Jason Heath: There are ways to pay less tax during your...
The article “How can you avoid a big capital gains tax bill when you die?” was originally published in Financial Post on September 2, 2022. PHOTO BY GETTY IMAGES/ISTOCKPHOTO. Adding a child’s name to your assets won’t accomplish your goal of...
The article “FP Answers: When should I take CPP?” was originally published in Financial Post on July 20, 2022. Photo by GETTY IMAGES/ISTOCKPHOTO. The timing for collecting benefits is more important than seniors think FP Answers has received a mountain of...