[Summer 2024 GPS] Why Dividends Are Overrated

You might not want to make investment decisions based solely on a company's dividend yield. Warren Buffet's Berkshire Hathaway doesn't pay a dividend, and it's share price has increased by over 3 million percent in the past 60 odd years! Why?...

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[Summer 2024 GPS] New Capital Gain Rules

In this GPS edition we walk you through the new capital gain rules that came into effect earlier this year and how it affects Canadians....

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[Summer 2024 GPS] Tax Planning For RRIFs

In this GPS edition we show you a few ways to set up your RRIF account in a tex-efficient manner specific to your needs....

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Tech Takeover: For Better or for Worse?

Technology as we know it will soon be history—again. Be prepared for more “wow” moments as AI revolutionizes new processes and industries, while also displacing human roles....

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(The Process Of) Economic Normalization and What That Means for the Outlook

Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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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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