Understanding mutual funds and ETFs
Alphabet soup There are so many acronyms and variables in investing and financial planning, it can be a challenge to keep it all straight. There
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Joelle Hall
First home savings account: The best thing since sliced bread!
The FHSA, or Tax-Free First Home Savings Account, is a new type of tax-preferred account that the Canadian government introduced in Budget 2022 to partially
How to keep calm and carry on investing when recession looms
As interest rates continue to stay high to combat inflation and talk of a looming recession intensifies, many investors are understandably keeping a closer eye
TFSA or RRSP…that is the question!
You may have wondered “If I have a finite amount to invest and I have to choose between contributing to my TFSA or to my
Bears and bounces and biases…Oh my…again!
Markets are down 20 per cent year-to-date and there is lots of talk of a coming recession, leaving many investors concerned about their portfolios that
From hero to zero: Non-financial retirement planning
After the question “How much money will I need for my retirement?”, the next most common question I hear from clients is “What am I
Rollercoaster or rolling with the punches
The markets are once again experiencing volatility after a strong 2021 and with growing uncertainty about the developments in the Ukraine. Risk appetite has decline
Harvest season: Not just for pumpkins
As the leaves turn and pumpkin flavour becomes ubiquitous, thoughts turn to the fall season and harvesting. As it turns out, investors may wish to
Income splitting: What still works?
With the introduction of the tax on split income (TOSI) rules in 2018, the government effectively ended many of the methods that Canadians – and
Insurance: The secret tools the affluent use for wealth building
Insurance is often thought of as a necessary evil. This negative perception people have of the insurance industry often leads to it being overlooked –
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