Ads keep this website free for you. does not research or endorse any product or service appearing in ads on this site.  Before making a major financial decision you  should consult a qualified professional.

Financial Planning
Canadian Tax and
Financial Information Home

What's New

Links & Resources

Site Map

Need an accounting, tax or financial advisor? Look in our Directory.  Use above search box to easily find your topic!   Stay Connected with!


Home  ->  Financial Planning / Investing

Financial Planning / Investing

We have many topics related to financial planning.  With these articles we hope you can improve your financial literacy.

If you want to be retired at 50, read this! - retired or financially independent, that is!

Free in 30! - Financial Freedom  - a plan to help you go from having nothing to being financially independent in 30 years or less.

Get out of debt! - this is the most important advice we can give!

Save Money  - If you spend as much as you earn, you will not increase your wealth.


Stocks & Bonds - Buying investments in a registered or non-registered account, tax treatment of different types of investments, and many other topics.

Real Estate - Buying a home, purchase/sale of rental property, principal residence exemption, home buyers and homeowners rebates and tax credits, etc.

Government-Assisted Savings Plans

Tax-Free First Home Savings Accounts (FHSAs) - new for 2023

Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income Funds (RRIFs)

Registered Disability Savings Plans (RDSPs)

Registered Education Savings Plans (RESPs)

Tax-Free Savings Accounts (TFSAs)

Other Topics

Company Pensions - includes information on unlocking locked-in pension plans.

Seniors - including CPP/OAS information

Persons with Disabilities

Government Benefits, Programs and Services

Wills and Estate Planning

Tax Tip:  Nobody plans to fail - they just fail to plan!

Revised: October 26, 2023


Copyright © 2002 Boat Harbour Investments Ltd. All Rights Reserved.  See Reproduction of information from

Facebook  | Twitter  |  See What’s New, stay connected with by RSS or Email
The information on this site is not intended to be a substitute for professional advice.  Each person's situation differs, and a professional advisor can assist you in using the information on this web site to your best advantage. 
Please see our legal disclaimer regarding the use of information on our site, and our Privacy Policy regarding information that may be collected from visitors to our site.