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With so many sources contributing to a households’ retirement income in Canada, many pre-retirees have a hard time wrapping their head around how far their savings can take them in retirement. When we are preparing retirement projections, as you may imagine the #1...
There’s an old book we’ve had in our office for over 20 years titled The Millionaire Next Door, which was published in 1996 by Dr. Tom Stanley and his colleague Bill Danko. Every time we open it up again, right off the bat you see “Wealth is what you accumulate,...
Over the next few months everyone will be gearing up for income tax season. In the year ahead, set yourself up for a more favourable income tax situation in 2023 & 2024. Consider; Maximizing Registered Retirement Plan (RRSP) Contributions: One of the only ways you...
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). The TFSA is an amazing account for Canadians, but for many new...
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 Authority of Ontario (FSRA), who is the regulatory body for life and health...
As you (hopefully) find time for relaxation in the last few weeks of summer, we wanted to leave you with some food for thought and a timeless reminder of successful long-term investing: Reviewing a portfolio too often isn’t good for you OR your portfolio...
We spend a lot of time speaking about managing emotions and investor behaviour. Setting expectations is a big part of that. Now, why would setting realistic expectations be so important to our client’s long-term experience?
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...
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With so many sources contributing to a households’ retirement income in Canada, many pre-retirees have a hard time wrapping their head around how far their savings can take them in retirement. When...
There’s an old book we’ve had in our office for over 20 years titled The Millionaire Next Door, which was published in 1996 by Dr. Tom Stanley and his colleague Bill Danko. Every time we open...