The article “Investment fee transparency: Are you paying too much?” was originally published in RetireHappy on January 13, 2020. The Canadian Securities Administrators (CSA) introduced new requirements in 2013 to ensure that investors receive specific information about investment costs and how their investments have performed. These requirements were phased in…

The article “TFSA beneficiary rules: Should you use the successor holder or beneficiary designation?” was originally published in RetireHappy on December 20, 2019. True or false? When planning to leave your Tax-Free Savings Account (TFSA) to your spouse, it is always best from an estate planning perspective to name your…

The article “Disability Tax Credit: Are you missing out on this misunderstood tax credit?” was originally published in RetireHappy on October 10, 2017. Though many are aware that the disability tax credit is available for those who suffer from a “severe or prolonged physical or mental impairment,” many taxpayers may…