Client Login
Stay informed and on top of your finances with valuable insights, financial news and helpful tips that will bring a fresh inspiration towards growing your wealth.
Dr. Andrew Lo, a finance professor at MIT, recently shared his thoughts on a long-term, buy and hold strategy in an interview on MarketWatch: “Buy and Hold might sound like good advice because on paper when you take a look at the S&P over the last 10, 20 or 30...
In the quest to grow wealth, many people believe they have to seek out the highest possible return for a given level of risk. However, our experience has taught us that most investors often overlook their real objective… which is to generate the most money after tax....
ETF’s or Exchange Traded Funds have grown significantly over the past decade to the point where they are now a mainstream product. We are often answering questions about ETF’s so we thought we would provide an update here: First: What is an ETF? In general, most ETFs...
We have found that many accountants and most people are unaware of the significant advantages available to non RRSP investors when investing via Corporate Class Funds. Tax time is a perfect time of year to review the tax you are paying and look for ways to pay less....
Don't try to predict the future. A little more than a decade ago: Greece was strong. Russia was bankrupt. Oil cost $13 a barrel. AOL dominated the Internet. Smart economists thought the government would pay off the national debt by 2009. Apple (Nasdaq: AAPL ) was a...
Many of the world’s equity market indices are near, or have recently set all-time highs. These developments have been well-documented in the media, with most references containing cautionary tales of the declines that occurred each time markets had previously reached...
Ever heard the saying, “BUY LOW, SELL HIGH”? Now’s the time to consider it!! As I write this, the world’s largest economy is on life support and has been requiring emergency medical intervention to keep it alive after suffering multiple traumas in a nasty financial...
What is a mutual fund? A mutual (or investment) fund is a corporation or trust which accepts money from public investors and employs a professional investment management team to place that money in investments that will meet the mutual fund’s objective (i.e. produce...
Many of us are aware that we should invest our longer-term money into ownership of businesses (ie. Equities) rather than lend it to the Bank (GICs) or to the Government (Bonds). But why are some of us uncomfortable with that notion? Well a recent book full of...
With the exception of the global capitalist revolution itself, the most important development of the last ten years is the internet. As the internal combustion engine was the defining technology at the beginning of this century, surely the web defines the start of the...
C
Download your copy for free today!
Remember, successful people ACT towards the future they want!
The new Tax-Free Savings Account (TFSA) contribution limit for 2024 was released last month, and it is $7,000, bringing the TFSA dollar limit from $88,000 to $95,000 (assuming you were 18 in 2009). ...
As financial planners who put our clients first, we’re happy to see the industry begin to dig deeper into unsuitable sales of various life insurance products. The Financial Services Regulatory...