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Canada announced a brand-new account for Canadian Residents to save for their first home purchase, which began April 1st 2023. The Tax-Free First Time Home Savings Account (FHSA) adds yet another financial account acronym for Canadians to wrap their head around. So...
The last 12-15 months have undoubtedly tested investor’s patience. Many factors – inflation, rising interest rates, and choppy equity markets are seemingly converging all at once, which has led to the abundance of recession headlines for 2023. In times like...
The past 12 months have not painted a pretty picture for stock markets around the world. The last few years made investing look easy, and this year has served as a little reminder that successful long-term investing is anything but easy. With all the negative...
In North America, the majority of investors get their financial market updates from television and news media sources. Inevitably, that means over the past couple weeks your morning headlines (which are primarily geared to the USA) would have read something along the...
It is a crazy time right now with wars, record fuel prices, supply shortages, rising interest rates, and the most overvalued housing market in the world (to name a few!). We could write paragraphs on how each of these would impact (or ultimately not...
As we talk to investors, we find that many of them behave the same way. That is they behave like speculators and primarily focus on the price of what they own. They forget to look “under the hood” to understand the value of what they own. This seems to be because...
Like most of you across the country, we’ve been following the humanitarian crisis in Ukraine and our thoughts remain with all the families affected by these seemingly unconscionable actions. Events like this put life into perspective, and if the stock market is one of...
Recently, the Bank of Canada said that inflation (rise in general price level) “has been running at a rate of close to 4% the last few months...and is expected to near 5% by the end of 2021”, reaching levels that have not been seen since the early 90’s. I’m...
“If you’re a financial planning client of a bank that has stopped selling third-party funds, it’s time to schedule a chat about the future.” An interesting article with this headline by columnist Rob Carrick in the Globe and Mail can be found here:...
A recent global survey of individual investors from Naxtis Investment Management surveyed over 8,000 investors from 24 countries to see how the pandemic affected their finances, health, and emotions. A key finding was that “despite the stress presented in the past 18...
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Canada announced a brand-new account for Canadian Residents to save for their first home purchase, which began April 1st 2023. The Tax-Free First Time Home Savings Account (FHSA) adds yet another...
The last 12-15 months have undoubtedly tested investor’s patience. Many factors – inflation, rising interest rates, and choppy equity markets are seemingly converging all at once, which has led to...