Recently I was on my regular visit on Alberta Primetime and we talked about Robo-Advisors. You can check out the interview here but here are some of the highlights of our discussion
Recently I wrote a piece on how to handle an inheritance and got a few questions from RetireHappy readers. One of the areas greatly misunderstood in Canada is issues around taxation when you die and… [more]
If you left a company with a pension before retirement, chances are you had to move the money into a Locked in Retirement Account (LIRA). That's because both the federal and provincial governments do … [more]
The investment industry has become increasingly complex with more choice and options than ever before. For many Canadians, the starting place might be to get some help from a financial advisor. … [more]
According to the Canadian Bar Association, "The executor gathers up the estate assets, pays the deceased's debts, and divides what remains of the deceased's estate among the beneficiaries."
While t… [more]