Financial Insights & Advice

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Canada Training Credit Limit: What Is It? (2026)
personal-financeApril 5, 2023

Canada Training Credit Limit: What Is It? (2026)

Want to expand your education but aren't sure if you can afford it? You might be eligible for a refundable tax credit for taking a course. The Canada Training C

By Christopher Liew, CFA, CFP®
How Long To Get A Tax Refund In Canada? Speed Up Your Wait (2026)
personal-financeApril 5, 2023

How Long To Get A Tax Refund In Canada? Speed Up Your Wait (2026)

Are you still waiting on your personal income tax refund after filing your tax return? If you're like many Canadians still waiting for their income tax refunds

By Christopher Liew, CFA, CFP®
LIF Vs RRIF: Key Benefits And Differences (2026)
personal-financeMarch 27, 2023

LIF Vs RRIF: Key Benefits And Differences (2026)

Are you approaching retirement age? If so, then it’s critical to understand the similarities and differences between LIF vs RRIF accounts. > Recent trends show

By Christopher Liew, CFA, CFP®
How To Transfer RRSP To TFSA Without Penalty 2026
personal-financeMarch 27, 2023

How To Transfer RRSP To TFSA Without Penalty 2026

Are you looking for the best way to transfer your RRSP to TFSA without penalty? Unfortunately, I have some bad news for you. You cannot transfer RRSP funds into

By Christopher Liew, CFA, CFP®
TFSA Successor Holder Vs Beneficiary: What’s The Difference? (2026)
personal-financeMarch 27, 2023

TFSA Successor Holder Vs Beneficiary: What’s The Difference? (2026)

Are you planning your estate? Do you have a close family member or loved one whose estate you’re helping to plan? If so, it’s crucial to understand the differen

By Christopher Liew, CFA, CFP®
How To Get A T4 From A Previous Employer (2026)
personal-financeMarch 21, 2023

How To Get A T4 From A Previous Employer (2026)

Wondering how to get a T4 from a previous employer? If so, then you’re reading the right post. By the end of February, most Canadians should have received their

By Christopher Liew, CFA, CFP®
11 Best Invoicing Software In Canada 2026: Streamline Payments
personal-financeMarch 13, 2023

11 Best Invoicing Software In Canada 2026: Streamline Payments

Do you want to create a smoother billing and invoicing system for both your suppliers and customers? If so, then you're in the right place. 50% of Canadians use

By Christopher Liew, CFA, CFP®
How Many TFSA Accounts Can I Have in Canada? (2026)
personal-financeFebruary 26, 2023

How Many TFSA Accounts Can I Have in Canada? (2026)

Curious whether or not you can open a second (or even a third) TFSA account in Canada? While there is an annual contribution limit for TFSA accounts, there is n

By Christopher Liew, CFA, CFP®
RSP Vs. RRSP 2026: Are They The Same Or Different?
personal-financeFebruary 21, 2023

RSP Vs. RRSP 2026: Are They The Same Or Different?

Confused about the difference between an RSP vs. an RRSP? At first glance, RSP may just look like a misspelling of RRSP. However, there is a very distinct diffe

By Christopher Liew, CFA, CFP®
personal-financeFebruary 20, 2023

What Happens If You Don’t File Your Taxes In Canada? (2026)

If you don't file your taxes in Canada, you may face several consequences, including financial penalties, legal action, and a reduction in government benefits.

By Christopher Liew, CFA, CFP®
personal-financeFebruary 14, 2023

401k Equivalent In Canada: RRSP vs 401k (2026)

Are you planning for your retirement in Canada? In the United States, residents are allowed to contribute to a tax-deferred 401k account. Their 401k can be used

By Christopher Liew, CFA, CFP®
Tax-Free First Home Savings Account (FHSA): Help for Homebuyers in 2026
personal-financeJanuary 30, 2023

Tax-Free First Home Savings Account (FHSA): Help for Homebuyers in 2026

Although you have likely heard of the Tax-Free Savings Account (TFSA) and Registered Retirement Savings Plan (RRSP) here in Canada, the First Home Savings Accou

By Christopher Liew, CFA, CFP®

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