Taxes – the only constant is change!
There are two changes to the Tax Act to be on the lookout for. The first relates to changes to the Alternative Minimum Tax (AMT)
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Joelle Hall
Generally, in life, one wouldn’t want to take a loss. However, as an investor, sometimes taking a loss can carry benefits for your wealth in
Insurance: The secret tool affluent people 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—which is
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
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
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Joelle Hall
