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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...
Finding Income in a Low-Rate Environment
How do we help our clients prepare for income in retirement? In today’s low-rate environment, this continues to be a challenge. Thirty years ago, we could easily have expected to achieve annual income of seven percent on a laddered government bond portfolio. For...
The Timeless Wisdom of Warren Buffett
We may all benefit from some investing perspective as we enter into 2022. Who better to draw on for that wisdom than one of the most successful investors of our time, Warren Buffett. Many of Buffett’s messages are timeless. Download PDF Version Here In fact, a more...
Investment Perspectives
Invest at Market Highs? Time is the Great EqualizerWhen is the best time to put new money to work in the markets? After equity markets reached new highs throughout 2021, some investors may feel hesitant. However, a recent Forbes article attempted to debunk the belief...
Retirement Planning
Get Ahead with These Six RRSP Considerations It is Registered Retirement Savings Plan (RRSP) season once again! Beyond the importance of contributing to the RRSP to grow funds for retirement, certain practices can also help to save tax or create a bigger nest egg for...
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