Joelle Hall

Harvest season: Not just for pumpkins

As the leaves turn and pumpkin flavour becomes ubiquitous, thoughts turn to the fall season and harvesting....

Income splitting: What still works?

With the introduction of the tax on split income (TOSI) rules in 2018, the government effectively ended...

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...

Cents vs. sense: Considerations for intergenerational wealth management

Many Baby Boomers are looking for ways to pass along their wealth to the next generation.

Understanding mutual funds and ETFs

An alphabet soup There are so many acronyms and variables in investing and financial planning, it can be...

Keep calm and stay invested

Rolling the dice What is a reasonable expected return from your portfolio? It’s a factor of a couple things:...

As good as gold

Having hit record highs this year, breaking the US$2,000 per ounce mark, gold is drawing a lot...

Buridan’s Mule: Personal finance edition

Buridan’s Mule is an illustration of the challenge that free choice poses. A mule is stationed at...

Bears and bounces and biases…oh my!

The markets dropped more than 30 per cent in March as uncertainty about the health and economic...

Does your financial plan need to be pink?

While the basics of good financial planning are the same for both sexes, women face particular lifestyle...
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Retain, Reward, Retire: Leveraging IPPs for Owners and Key Staff

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