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Combatting Higher Prices: Finding Ways To Deal With Inflation
Download PDF Version Here As the theme of inflation continues to dominate the financial headlines, investors may be wondering what steps can be taken to combat rising prices. Higher inflation has been more persistent than many expected, largely driven by the anomalies...
Estate Planning: Spring Clean Your Registered Plan Beneficiary Designations
The idea of spring cleaning often connotes a daunting task.However, it doesn’t have to be an all-consuming effort — even when it comes to your estate planning. Consider starting with a review of your registered plan beneficiary designations. When was the last time...
An Added Layer of Protection For Investors: Nominate Your Trusted Contact Person
Download PDF Version Here With a rise in sophisticated cybercrimes and with increasing concerns over the financial well-being of investors, especially as we age, the “trusted contact person” (TCP) has been introduced to help provide an extra layer of protection. The...
The RRIF: Four Things You May Not Know
If you have yet to reach the retirement age, consider the opportunity to think ahead to the time when you will eventually access retirement funds. Here are four things you bout the Registered Retirement Income Fund (RRIF).Download PDF Version Here1. You can convert...
Tax Season is Here: Consider These Ways To Be Tax Savvy
Spring is here again and with it brings personal income tax season. Many of us feel we pay too much tax and there may be actions we can take to help minimize these liabilities. This may be especially important in these times of high inflation. Here are some...
April Market Insights – Detonating a Tactical Financial Nuclear Weapon: A New Financial World Order?
“With proper tactics, nuclear war need not be as destructive as it appears.” — Dr. Henry A. Kissinger The Ukraine/Russia crisis has highlighted a historic moment in the evolution of geopolitical balance. While the humanitarian perspective cannot be overlooked — and...
Time: The Investor’s Great Ally
It has been said that “history is just one damned thing after another.” This may be particularly fitting today. For many of us, there has been little respite from the challenges of the past two years. Looking forward, it seems as though there is no shortage of new...
Navigating Uncertainty: Keeping Perspective During Volatile Times
Recent market volatility has prompted some investors to rethink their perspective on risk. However, reacting to short-term market fluctuations is not usually advised. Instead, we continue to focus on the importance of having a plan in place with a view for the longer...
Estate Planning & Trusts: Not Just For The Ultra Wealthy
As you review your estate plan, have you considered the use of a trust? As you review your estate plan, have you considered the use of a trust? Trusts are often seen as a tool used by the ultra wealthy. Yet, there may be benefits for individuals with more modest...
A Rising Rate Environment: Five Reasons for Investors to Keep Perspective
Five Reasons for Investors to Keep Perspective As we move forward towards a return to “normal” from the pandemic, the central banks will be raising rates to more “normal” levels. For many months, the media has been hyping concerns over rising interest rates. As...
Human Emotion and Investing
How Cognitive Bias Can Affect Investing Why do investors sometimes fall into the trap of buying high or selling low? Why do many of us procrastinate in saving for retirement, despite knowing its importance? Behavioural economists have shown that cognitive biases can...
Estate Planning Law: Ontario Residents — Changes Are Forthcoming
As always, change is imminent! Ontario will be seeing some notable changes to estate planning law starting in 2022, as a result of Bill 245 receiving royal assent in 2021.* When was the last time you reviewed your estate plan? While many of these changes may not...
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