How to make tax-smart RESP withdrawals

When it’s time to withdraw funds from a Registered Education Savings Plan (RESP), tax planning may be involved.

When to review your estate plan

It’s easy to think you can put off changes to an estate plan – the plan doesn’t even take effect during your lifetime. But it’s important to react in good time because many changes call for strategies best implemented sooner rather than later.

Estate planning during COVID-19

The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. The barrage of news headlines about the health crisis and forced time at home have understandably led individuals to more thoughtfully consider the plans they have in place or plans they would like to implement.

When a family member needs special care

When you raise a child who has special needs or look after another family member with a disabling medical condition, you spend a lot of extra time providing care. If you also take on the extra financial matters that are involved, it can just be too much.

How a financial plan helps protect you from the unexpected

Life is full of surprises that can put your goals at risk. Here are some examples — and some key takeaways for all investors.

What were the significant developments this week?

Canadian and U.S. markets remained volatile, fluctuating between strong moves up and heavy moves down throughout the week and demonstrating that investors are still not confident in how this crisis will play out.

COVID-19 Economic Response Plan

With increasing self-isolation and government aid programs to compensate for income losses, how are business owners being affected? We have prepared summaries of key measures that will have the greatest impact for business owners.

3 THINGS TO REMEMBER

courtesy of Fidelity Canada
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As we continue to see financial markets react to the ongoing coronavirus (COVID-19) outbreak and its related effects, I am writing to you with an update on the latest developments and how to view your long-term investment plan as a result.

Prime Minister Justin Trudeau announced a new set of economic measures aimed at stabilizing the economy during the COVID-19 pandemic - here's what you need to know.