by import | Jun 20, 2014 | Blog, Investing
While we’ve enjoyed several years of equity markets rebounding from the lows after the financial crisis, before we start to get too complacent, it is a good time to review and consider what it means to be a smart investor. If the past has taught us anything, it is...
by import | Feb 27, 2014 | Blog, Segregated Funds
The world of investment choices can be confusing. Do you sacrifice security for higher returns? Or do you take the safe path and take the guaranteed route, locking yourself into low returns? Fortunately for Canadian investors there is another option: Segregated funds....
by import | Aug 29, 2013 | Articles of Interest, Blog, Investing, Life Stages, Recent Blogs
By Melissa Cassar, Head of Corporate and Public Affairs, Visa Canada Heading to University A college or university education is the ticket to the middle class in Canada. But it’s an expensive ticket, and the cost rises every year. The overall annual average cost for a...
by import | Aug 26, 2013 | Articles of Interest, Blog, Estate Planning, Investing, Living Benefits
Over the past two months we have examined some of the risks that challenge most of us. It is almost impossible to avoid risk entirely. Knowing where the pitfalls lie and planning for them will certainly help. You might, however, want to consider shifting the risk to...
by import | Feb 12, 2013 | Blog, Retirement Planning, RRSP, TFSA
Lately, one question clients are asking me is whether they should contribute to a Tax Free Savings Account (TFSA) or a Registered Retirement Savings Plan (RRSP)? Personally, I really like the TFSA. however it doesn’t have to be an either or choice. Why not do both? ...
by import | Dec 19, 2012 | - RRIF, Blog, Investing, Life Stages, Retirement Planning, RRSP
Do you know someone with a Registered Savings Plan (RSP) and turning 71 – maybe your parents, brother or perhaps yourself? If you do, you should be aware of some decisions that have to be made to the Registered Savings Plan. The Income Tax Act says that you have...