How Did You React to Market Volatility?
Take yourself back to the COVID-19 fallout of March 2020. In the midst of the market downturn, how did your reaction compare to what you had expected?
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Save Tax by Splitting Income with Children
When you think of income splitting, what first comes to mind is likely moving taxable income to a lower-income spouse. But several income splitting opportunities with children are available and worth exploring…
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GameStop: Investing or Speculating?
In order to address what happened with GameStop at the end of last week, we must first define short selling – which is, essentially, the act of selling a stock that you don’t own. This may sound a little strange – but it actually happens…
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How can I save more?
The process of "saving more" involves Four Steps; and we find that when clients follow these steps, they are usually very successful…
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Financial Planning in your 50s and 60s
We’re going on a journey through the time period from your 50s and early 60s — a journey with a difference. This journey looks at when rather than what…
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How to Minimize Tax on Retirement Income
When you’re retired, you need an income strategy that balances today’s cash flow needs with an investment strategy to safeguard your ability to produce income in the future…
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How to Build Retirement Income
One of the most difficult things to plan for is the number of years that will need to be funded during retirement. We are here to help…
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Senior Fraud Alert
Fraud is one of the most widespread crimes against seniors in Canada. Perpetrators typically view seniors as easy marks…
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Embracing the Unknown
Do you enjoy not knowing what happens next? Other than suspense in movies, people usually prefer feeling like they're in control. But in investing, certainty and comfort are rarely any good…
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How to Choose the Method of Making a Charitable Gift
When you’re confident you have provided financially for yourself and your loved ones, you may begin thinking about helping others through charitable giving. If you’re making a significant donation, you’ll find there’s a wide variety of ways to give…
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