Determining which donation method suits you best

You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

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Profit by overcoming investment biases

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

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How to avoid or minimize the OAS clawback

Will you ever be at risk of having your Old Age Security (OAS) pension clawed back? We’ve got four strategies to reduce the clawback—or even prevent it altogether....

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Do you and your spouse see investing the same way?

You may assume that spouses with opposite investment personalities face investing challenges, while those who think alike have it easy. Find out why the opposite may be true....

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Private Markets: Credit Over Equity

Alternative lenders are gaining traction as investors seek high yields, tight credit spreads, and low interest rate risk—goals that big banks and private equity can't deliver....

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Consider the timing of leaving an inheritance

You may automatically decide to leave an inheritance for your loved ones in your will. However, you might have reason to consider gifting the funds earlier—or even later....

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The Upside of Canada’s Economic Woes

In moments of pessimism, great returns can be made in the stock market. Uncover how Canadian investors’ negative outlook may drive stock performance as the economy stabilizes....

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Big Tech vs Everyone Else

A quick review of the big tech stock performances in 2024....

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Tip of the AI Iceberg

You ain’t seen nothing yet! AI as we know it is still in its infancy. Get ready for unparalleled growth as AI shapes the future of work, health, leisure, and so much more....

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When a wealth plan is fluid

Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....

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