Blog Posts

It’s natural to feel some anxiety about investing. From sharing your financial records to committing your hard-earned savings, you might feel nervous about taking the plunge. However, if you don’t take any risks, you won’t make any returns! The truth is, it’s harder...

After a period of extended low volatility, the decline in equity indices into the technical “correction” territory (-10% or more from their peak levels) in a very short time period created some anxiety for investors. Such a sudden drop creates uncertainty along with...

In February, many Canadians will start thinking about their taxes. With proper planning, you can tackle your taxes and stay stress-free. Even if you’ve been filing your own taxes for years, you might want a little help. Read through our tips to be tax-ready by April...

In North America, many of us tend to find ourselves in more debt than we’d like after the gift-giving season of December has passed, and a report in the Globe and Mail in 2017 found that per capita household debt has continued to climb in Canada. Many of us also find...

It’s never too early to start thinking about your child’s future, and with the cost of education rising each year, helping your child pay for his or her postsecondary education is likely on your mind. We’ve discussed money-smart withdrawal strategies for RESPs before,...

Your Wealth Manager’s Role in Tax Planning While some people have the expertise (and courage!) to make their taxes a DIY project, most Canadians are too busy to deal with the complexities of minimizing tax liability when doing their taxes. While many of us are used to...

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...

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...

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...

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...

It’s summer break, so the last thing you are thinking about is school and tuition. However, if you are planning to withdraw from your Register Education Savings Plan (RESP) to contribute to your tuition, time is of the essence.

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.