Blog Posts

Everything You Should Know about Donating Your Securities

There are few feelings as satisfying as providing a gift to a worthy cause that you believe in. When you’re planning your charitable contributions for the year, many Canadians forget a major potential source of charitable contribution: their stocks. For a variety of...

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5 Ways to Max Out Your RRSP Contributions

RRSPs are widely considered one of the most valuable investment tools for planning your retirement in Canada. We’ve addressed the differences between RRSPs and TFSAs before, and this month we’re discussing the best ways to maximize your RRSP contributions. If you’ve...

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Take The Stress Out Of Investing

When it comes to investing, the sheer amount of variables can make the prospect overwhelming, whether you have long-term investment goals or short-term objectives that you want to achieve. Either way, the complexities of the market require professional expertise to...

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What is CRM2 and What Does It Mean for You?

In January, new rules were implemented to govern financial advisers and wealth managers. CRM2, or Phase 2 of the Client-Relationship Model, requires wealth managers to be more transparent about their clients’ portfolios, and was put into effect by the Canadian...

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Why Non-Profits Should Be Using a Wealth Manager

When it comes to using funds wisely and responsibly, some non-profits and charitable organizations may be hesitant to use a wealth manager to invest funds. However, professional wealth management can provide non-profits with valuable advice, and can help differentiate good investments from bad ones.

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Robo-Advisors vs Human Portfolio Managers

As advancements in technology enter the financial advising industry, clients seeking financial advice face a major choice: consult a robo-advisor, or make use of a human portfolio manager? While using the services of a robo-advisor can be convenient for investors, the effectiveness of a robo-advisor over time is far lower than what a human advisor can provide.

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Demystifying Savings Plans: RRSP or TFSA?

Do you know the main differences between an RRSP (Registered Retirement Savings Plan) and a TFSA (Tax-Free Savings Account)? Both types of accounts can help you plan for your financial future while providing tax benefits, but each offers different advantages and limits.

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