What’s more important: your wealth or your legacy?
Ask a Planner By Allan Norman, MSc, CFP, CIM on November 11, 2025 Estimated reading time: 5 minutes By Allan Norman, MSc, CFP, CIM on November...
wednesday 4 
Allan Norman
Taxes halved their inheritance. Could anything be done?
Ask a Planner By Allan Norman, MSc, CFP, CIM on October 1, 2025 Estimated reading time: 4 minutes By Allan Norman, MSc, CFP, CIM on October 1,...
02.10.2025 3
Allan Norman
“We’re well off in retirement. How can we pay less tax?”
Ask a Planner By Allan Norman, MSc, CFP, CIM on August 28, 2025 Estimated reading time: 6 minutes By Allan Norman, MSc, CFP, CIM on August 28,...
29.08.2025 2
Allan Norman
“I inherited my husband’s TFSA. Does that affect my contribution room?”
Ask MoneySense By Allan Norman, MSc, CFP, CIM on July 29, 2025 Estimated reading time: 5 minutes By Allan Norman, MSc, CFP, CIM on July 29, 2025 ...
30.07.2025 20
Allan Norman
This revealing investment research tool is now available for free
Investing By Allan Norman, MSc, CFP, CIM on July 8, 2025 Estimated reading time: 4 minutes By Allan Norman, MSc, CFP, CIM on July 8, 2025 ...
10.07.2025 3
Allan Norman
Should we draw down my spouse’s RRIF faster?
Ask MoneySense By Allan Norman, MSc, CFP, CIM on May 28, 2025 Estimated reading time: 5 minutes By Allan Norman, MSc, CFP, CIM on May 28, 2025 ...
29.05.2025 5
Allan Norman
My three kids chose different educational paths. How do I withdraw RESP funds in a way that’s fair to them and avoids unnecessary taxes?
Ask MoneySense By Allan Norman, MSc, CFP, CIM on May 12, 2025 Estimated reading time: 5 minutes By Allan Norman, MSc, CFP, CIM on May 12, 2025 ...
14.05.2025 40
Allan Norman
Should I draw down my RRIF to avoid estate taxes?
Ask MoneySense By Allan Norman, MSc, CFP, CIM on April 22, 2025 Estimated reading time: 5 minutes By Allan Norman, MSc, CFP, CIM on April 22,...
23.04.2025 8
Allan Norman
When and how should I start drawing on my retirement savings?
Ask a Planner By Allan Norman, MSc, CFP, CIM on March 31, 2025 Estimated reading time: 5 minutes By Allan Norman, MSc, CFP, CIM on March 31, 2025...
02.04.2025 30
Allan Norman
Do retirees need life insurance?
Ask MoneySense By Allan Norman, MSc, CFP, CIM on March 3, 2025 Estimated reading time: 6 minutes By Allan Norman, MSc, CFP, CIM on March 3, 2025 ...
05.03.2025 6
Allan Norman
How your net income gets calculated for tax and OAS
Ask a Planner By Allan Norman, MSc, CFP, CIM on February 4, 2025 Estimated reading time: 5 minutes By Allan Norman, MSc, CFP, CIM on February 4,...
06.02.2025 5
Allan Norman
Moving money from RRSPs, RRIFs and TFSAs in retirement
Ask a Planner By Allan Norman, MSc, CFP, CIM on January 13, 2025 Estimated reading time: 6 minutes By Allan Norman, MSc, CFP, CIM on January 13,...
14.01.2025 10
Allan Norman
How much income can I earn while getting OAS?
Ask MoneySense By Allan Norman, MSc, CFP, CIM on November 25, 2024 Estimated reading time: 5 minutes By Allan Norman, MSc, CFP, CIM on November 25,...
25.11.2024 4
Allan Norman
Which savings should retirees draw down first?
Ask a Planner By Allan Norman, MSc, CFP, CIM on September 6, 2024 Estimated reading time: 4 minutes By Allan Norman, MSc, CFP, CIM on September 6,...
06.09.2024 3
Allan Norman
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