Big Tech vs Everyone Else

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

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[Fall 2023 GPS] All Eyes on Inflation

In this edition of the fall GPS, we examine the inflationary environment of the past two years and how government policies have and will affect the market going forward....

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[Fall 2023 GPS] Real Talk on Real Estate

In this section of the Fall GPS, we review the current landscape for real estate investments....

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Do You Own Foreign Assets?

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Tax Pitfalls for US Stock Options

Stock compensation can turn employees into millionaires, but on the flipside huge amounts can be lost to taxes if one does not understand how their employer stock works. Here we delve into one of such complexities with US stock paying dividends....

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Before You Invest In Real Estate, Read This!

Real estate investments can feel safe due to to the physical nature of its products, but is it really that simple? Here we walk you through it's pros and cons....

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Before Exercising Your Options, Read This!

There are several rules to be aware of before exercising your stock. Here we show you what the tax implications could be......

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Help your child purchase a home with an FHSA

What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....

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Investing during a market recovery

Is it reasonable to sit on the sidelines if a recovery is choppy? Is it acceptable to invest more if it’s smooth? Find out what you can do and shouldn’t do when the market is rebounding....

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Should market conditions affect how you invest?

The conventional wisdom is for long-term investors to invest more money during bull markets and invest less money during bear markets. True or false?...

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