Joelle Hall

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

Expert Blogs, Ottawa, Sponsored

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

Expert Blogs, Sponsored

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?

Expert Blogs, Sponsored

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

Expert Blogs, OBJ360 Sponsored, Sponsored

Insurance is often thought of as a necessary evil. This negative perception people have of the insurance industry often leads to it being overlooked –

Cents vs. sense: Considerations for intergenerational wealth management

Expert Blogs, OBJ360 Sponsored, Sponsored

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

Understanding mutual funds and ETFs

Expert Blogs, OBJ360 Sponsored, Sponsored

An alphabet soup There are so many acronyms and variables in investing and financial planning, it can be a challenge to keep it all straight.

Keep calm and stay invested

Expert Blogs, OBJ360 Sponsored, Sponsored

Rolling the dice What is a reasonable expected return from your portfolio? It’s a factor of a couple things: the amount of risk you are comfortable

As good as gold

Expert Blogs, OBJ360 Sponsored, Sponsored

Having hit record highs this year, breaking the US$2,000 per ounce mark, gold is drawing a lot of attention and sparking questions from the average