Alfred: Karen, you are not new to me obviously, but your name may be new to the audience. Can you introduce yourself? Karen: Sure. I’m Karen Xue, Director of Multi-Asset
A previous blog focused on the fact that the first step in an estate plan is to take inventory of all your assets and note how they are owned. Now
Is Canada in a Recession? The short answer is no—Canada is not currently in a recession. At the aggregate level, Canada’s gross domestic product (GDP) has shown signs of contraction
In 2025, the Canadian Anti-Fraud Centre received more reports involving identity theft than any other type of fraud. When someone steals your personal and banking information, they can transfer money
The Tax-Free Savings Account (TFSA) is often called the Swiss army knife of financial accounts since it can be used for so many different purposes. Also, A TFSA can meet
For couples, naming a spouse is the typical choice. You have several options if you’re divorced, widowed, single or have specific estate planning needs. Designating your spouse. You can name
Once you open a Registered Retirement Income Fund (RRIF), you’re required to make a minimum taxable withdrawal each year, starting the year after it’s opened. The amount is based on
Eligibility. You must be a resident of Canada, have reached the age of majority in your province and qualify as a first-time home buyer. Account duration. An FHSA can remain
When the First Home Savings Account (FHSA) was launched in April 2023, prospective homeowners reacted quickly. In its first years, well over 700,000 Canadians opened an FHSA annually. Now you
When the recent Middle East conflict broke out, many investors wondered whether it would eventually affect their portfolios. Some global events don’t affect markets, while others trigger corrections or crashes.