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Allan Norman

Allan Norman

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Don’t neglect financial planning’s missing middle

By Allan Norman, MSc, CFP, CIM on April 28, 2026 Estimated reading time: 5 minutes Don’t neglect financial planning’s missing middle By Allan...

28.04.2026 10

MoneySense

Allan Norman

How can I plan to die with nothing?

By Allan Norman, MSc, CFP, CIM on March 26, 2026 Estimated reading time: 5 minutes How can I plan to die with nothing? By Allan Norman, MSc, CFP, CIM...

26.03.2026 40

MoneySense

Allan Norman

We’re 10 years apart. Can we retire together?

By Allan Norman, MSc, CFP, CIM on February 25, 2026 Estimated reading time: 5 minutes We’re 10 years apart. Can we retire together? By Allan Norman,...

25.02.2026 50

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Allan Norman

Can I still use my FHSA after my spouse bought a condo?

Ask a Planner By Allan Norman, MSc, CFP, CIM on January 30, 2026 Estimated reading time: 5 minutes By Allan Norman, MSc, CFP, CIM on January 30,...

31.01.2026 30

MoneySense

Allan Norman

If not bonds, then what?

Ask a Planner By Allan Norman, MSc, CFP, CIM on January 8, 2026 Estimated reading time: 5 minutes By Allan Norman, MSc, CFP, CIM on January 8,...

09.01.2026 20

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Allan Norman

Making the most of the pension tax credit

Ask a Planner By Allan Norman, MSc, CFP, CIM on November 27, 2025 Estimated reading time: 5 minutes By Allan Norman, MSc, CFP, CIM on November...

29.11.2025 30

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Allan Norman

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...

12.11.2025 20

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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 10

MoneySense

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 10

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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 10

MoneySense

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 10

MoneySense

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 20

MoneySense

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 10

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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 20

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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

MoneySense

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 20

MoneySense

Allan Norman