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Canada's tax system incentivizes individuals to transfer their investment assets to family members with lower incomes in order to reduce their tax burden. The benefits of doing so have grown over the last ten years....

For the month ended March 31, 2024. Read our monthly update to find out what’s been moving markets....

It’s more common for people to support their parents financially due to a lack of retirement savings and parents outliving their savings. Combining government assistance with a financial strategy can maintain financial stability for both generations....

If you’re balancing your career and caregiving, it’s important to seek help from your employer as well as your support network at home to help you mentally, physically and financially....

There are several reasons why it’s important to talk with your aging parents about money. There are strategies to help make the conversations less awkward and more productive....

For the month ended February 29, 2024. Read our monthly update to find out what’s been moving markets....