On March 20th 2020, the S&P500 index (a main stock market reference to judge the US economy) was down 34% from its previous high reached that February. During that span, we witnessed one of the most volatile stretches in stock market history. The pandemic...
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Steps to Lower Your Income Taxes Next Year
Income tax season is now upon us… the time of year where your mailboxes have filled up with tax slips and receipts as you gather your documents to prepare your 2020 tax returns. We can hear the angst in client’s voices when they ask our advisors “so, do I owe more...
“Retire up to 30% Wealthier?”
With the Super Bowl “kicking” off this past weekend, no doubt many of you witnessed the continued obsession self-directed platforms put on “Retiring 30% Wealthier”. If you have seen these ads, it would suggest you would do well with them. The constant undermining of...
Gamestop, Stock Markets, and The Story of Two Investors… Part 2
Last week, we addressed the GameStop frenzy, looked at the two vastly different ‘games’ that go on in the market, and why it is so important to understand which one you are involved in. You can read Part one here. You may have noticed that much of our investment...
Gamestop, Stock Markets, and The Story of Two Investors… Part 1
First off, lets address the craze that has created all of the buzz these last two weeks… the speculative frenzy of investing in floundering stocks like GameStop, AMC Entertainment, BlackBerry and more by Reddit investors (in a forum called WallStreetBets). This wasn’t...
2021 – Take Steps Towards Financial Independence
Going into 2021, we challenge you to do two things: focus on your physical health and take steps towards becoming financially fit. The first goes without saying, health is one of the most important things we have. Without our health, our finances (and almost anything...
2021 TFSA Limits Announced
The new Tax-Free Savings Account (TFSA) contribution limit for 2021 has now been released, and it is $6,000, which is consistent with the previous two years. This will bring the TFSA dollar limit from $69,500 to $75,500. If you have previously withdrawn from your...
Top questions to ask a financial advisor
With many hundreds of billions of dollars circling the globe every day, financial markets are becoming increasingly complex. Given this, it only makes sense that your investments should be fully researched and followed on an ongoing basis by someone with the expertise...
The Gift of Education
Did you know that over 95% of parents in Canada say they want their child to attend some form of post-secondary education? If you think about that for a minute, you will most likely come up with obvious reasons why parents feel this way. Statistics show that by...
Why doing nothing is so hard to do
Remember: Patience is a virtue Although the best investors understand the importance of patience, it is one of the most difficult skills to learn as an investor and portfolio manager. You’ll often hear the expression “patience pays off”, but what does that actually...
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Recent Posts
2024 TFSA Limit and Insights
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). ...
Unsuitable selling of Universal Life Insurance Policies
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...