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  New parents dream of loftier pursuits
DIANNE MALEY  

Saturday, January 20, 2018

Marta and Mannie understand that big life changes are an ideal time to draw up a financial plan.For them, it's the birth of their first child and their plan to have a second one in the not-too-distant future.
FULL STORY


Longer maternity leave is an option, but prepare for lower weekly benefits
CRAIG WONG  

Friday, January 19, 2018

When Ottawa announced changes to EI parental leave benefits last year that will allow new mothers to receive benefits for 18 months, Heather Wilson was excited about the possibility of spending more time with her baby.
FULL STORY


U.S. citizens living in Canada: Beware of these five tax traps
MATT ALTRO, DAVID ALTRO  

Friday, January 19, 2018

David Altro is the managing partner of Altro LLP, which specializes in cross-border tax and estate planning, real estate and immigration and has offices in Canada and the United States
FULL STORY


How to ensure a smooth succession
CHRIS ATCHISON  

Tuesday, January 16, 2018

As the saying goes, nothing is certain but death and taxes. For entrepreneurs, you can add ''exiting the business,'' whether through a sale, transfer to the next generation or their own passing.
FULL STORY


TSX Ventures into new territory
TIM SHUFELT  

Saturday, January 13, 2018

There's life on the Venture.In a corner of the Canadian public market still darkened by the commodity downturn, the mania for all things marijuana and cryptocurrency has ignited a spark.
FULL STORY


Dual retirement forces some tough decisions
DIANNE MALEY  

Saturday, January 06, 2018

Despite the eight-year difference in their ages, Tess and Theo want to retire at the same time in 2033. He is 49, she is 41.They both work in the same industry, he as an employee earning $125,000 a year, and she as a contract worker making $100,000 a year. He has a defined contribution pension plan at work, while she has one from a previous job. They have a house in a Toronto suburb with a mortgage, and two boys, age 11 and 16.
FULL STORY


Ending on the right note
DIANNE MALEY  

Saturday, December 30, 2017

Marv and Maddy hope to leave their high-paying jobs and retire in 2020.Though neither has a company pension, they have substantial savings. He is 57, she is 56.
FULL STORY


Ten years on, the TFSA's success could lead to its demise
DALE JACKSON  

Wednesday, December 20, 2017

Born of the ashes of the worst market meltdown since the Great Depression, the tax-free savings account enters its 10th year with an uncertain future.When the TFSA was launched in 2009, the value of equities had been slashed in half in less than three months. To help provide an incentive to invest in the capital markets, thenFinance Minister Jim Flaherty introduced a registered trading account where investment gains were free from taxation and withdrawals could be made at any time. (In a non-registered trading account, half of equity gains are subject to taxation, and income generated from the investments is fully taxed.)
FULL STORY


BIRTH AND DEATH NOTICES

Saturday, December 16, 2017

ADA MARIE RICHARDS THOMPSONLucie Richards and Christopher Thompson welcomed the birth of Ada Marie Richards Thompson as the sun rose on Saturday, December 9, 2017.WILLIAM H., AINSLIE M . D. , F. R . C . S . (C) . F. A . C . S .
FULL STORY


Five ways to make your nest egg last
JOEL SCHLESINGER  

Wednesday, November 29, 2017

Like Smaug, the dragon in The Hobbit who guards his pile of treasure, perhaps the biggest priority for high-net-worth investors is to preserve their wealth. They are usually happier to sit on their capital than grow it dramatically.
FULL STORY


Can my employer force me to go to a psychiatrist?

Monday, November 27, 2017

Are you facing a burning issue at work? Need help navigating that mine field? Let our Nine to Five experts help solve your dilemma. E-mail your questions to ninetofive@globeandmail.com.
FULL STORY


RBC joins global 'too big to fail' list
JAMES BRADSHAW  

Wednesday, November 22, 2017

Royal Bank of Canada has officially joined the ranks of global banks deemed too big to fail.The Financial Stability Board (FSB), an international body based in Basel, Switzerland, and headed by Bank of England Governor Mark Carney, has added RBC to the list of 30 global systemically important banks, which must set aside larger capital buffers and face more onerous oversight.
FULL STORY


Adapting to the winds of change
DIANNE MALEY  

Saturday, November 18, 2017

When Margarite's husband died, he left his family well provided for. In addition to their home, he bought three investment properties, one for each of his children.As the years went by, Toronto real estate rose in value substantially. But rental properties require regular maintenance and eventually, renovation. Margarite, who at the age of 69 is still working in an office earning $50,000 a year, faced a severe cash-flow crunch. By the time she contacted Financial Facelift, she had run up about $600,000 in mortgages, high-interest second mortgages, back taxes and credit cards.
FULL STORY


Pay attention to your foreign assets to avoid tax troubles
JONATHAN CHEVREAU  

Wednesday, November 15, 2017

Most high-net-worth investors have accumulated a good chunk of their wealth in non-registered investments. Once they max out RRSPs and TFSAs, there's little choice but to add investments to non-registered, taxable accounts.
FULL STORY


Year-end tax tips for the family: A gift that will likely keep on giving
TIM CESTNICK  

Friday, November 10, 2017

My family - particularly the kids - teach me about fashion all the time. For example, I've learned about vests. Life vests and and fishing vests can come in handy. But under no circumstances should I wear a sweater vest or leather vest. The other day, I wore a leather jacket and my daughter, Sarah, said she loved it. But when I wore my leather vest, she told me it wasn't ''cool.'' So, apparently, ''cool'' is all about leather sleeves (to borrow from an observation made by comedian Demetri Martin).
FULL STORY


Beyond Google: six under-the-radar tech stocks
JEFF BUCKSTEIN  

Tuesday, November 07, 2017

Global name recognition comes easily to high-tech giants Google Inc., Facebook Inc. and Amazon .com Inc. They dominate media coverage and market activity as investors gravitate to them.But what about other tech companies - some right here in Canada - that are performing well but perhaps flying a bit under the radar?
FULL STORY


Robo-planning: An idea whose time has come
ROB CARRICK  

Wednesday, November 01, 2017

Two of the most important financial questions of our time are: Can I afford to buy a house, and do I have enough money to retire?Rona Birenbaum and Seyon Vasantharajan are offering answers to these questions through their new robo-planning firm, Viviplan.
FULL STORY


Tax changes spur small-business owners to revisit their retirement plans
BRENDA BOUW  

Thursday, October 26, 2017

Small-business owners are revisiting their retirement plans after Ottawa updated its proposed tax changes for private corporations - and some say it means they'll be stuck working longer than expected.
FULL STORY


Passion bested intimidation for young portfolio manager
DIANNE MALEY  

Tuesday, October 24, 2017

Imagine being 26, not long out of school, with scant knowledge of the investment industry, and landing a job with a boutique portfolio management firm where you'd be working elbow to elbow with three Bay Street veterans.
FULL STORY


Who killed Sears?
Marina Strauss  

Saturday, October 21, 2017

Calvin McDonald has many vivid memories of the 27 turbulent months he spent as the chief executive officer of Sears Canada Inc. But the one that haunts him most is the day he gave up and announced that it was all over for him.
FULL STORY


How an insurance transfer can benefit charities and policyholders
BRENDA BOUW  

Thursday, October 12, 2017

More wealthy Canadians are donating certain life insurance policies they no longer need - and assumed had no value - to charity.The little-known option is gaining more recognition among policyholders and larger Canadian charities looking for new ways to shore up donations.
FULL STORY


Think living space, not money machine
ROB CARRICK  

Friday, October 06, 2017

Take some advice from rookie homeowner Desirae Odjick about houses as an investment.As a personal-finance blogger, she ran the numbers on the cost of owning a home and concluded that breaking even would be a good outcome when it comes time, many years down the road, to sell.
FULL STORY


An RRSP strategy to 'liberate your losers' in order to save tax
JONATHAN CHEVREAU  

Wednesday, October 04, 2017

In a recent article, I described the ''nice problem'' of milliondollar RRSPs and drawing them down early while in lower tax brackets. But sometimes the market does the job of ''melting down'' a registered retirement savings plan on our behalf, as can our own poor investment choices.
FULL STORY


Experts warn life insurance could be hit by tax proposals
BRENDA BOUW  

Friday, September 29, 2017

Small-business owners with life insurance held inside their corporations are concerned their policies may get caught up in Ottawa's proposed tax reforms.Some tax experts say the changes could significantly erode the value of some estates and potentially leave beneficiaries short, while others expect final legislation will be clarified to exclude these types of impacts.
FULL STORY


A reality check for couple's ambitious retirement goals
DIANNE MALEY  

Saturday, September 23, 2017

Three years ago, Andy and his wife Angela - both engineers - ''moved to this wonderful country under the federal skills program,'' Andy writes in an e-mail. He is 35, she is 32.
FULL STORY

 

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