Recent Posts

Rumour Has It: Fact Versus Fiction in the Markets, AI and Tech

Aug 26, 2024 - Alfred Lam

Berkshire Hathaway, Blackwell and the BOJ all made headlines that moved markets this month—but were those events fundamental or just speculation?...

Read more

Tech Takeover: For Better or for Worse?

Jul 25, 2024 - Alfred Lam

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....

Read more

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

Jul 02, 2024 - Stephen Lingard

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....

Read more

When’s the best time to invest?

Some investors wonder about contributing more when markets are booming. Or not investing when markets have fallen. Find out why the way you invest now may be the smartest choice....

Read more

Borrowing to invest

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

Read more

Time for an RESP checkup?

Just contributing regularly to a Registered Education Savings Plan (RESP) and leaving it alone is an easy trap to fall into. Find out three reasons why you need to monitor and manage your RESP....

Read more

Ways to use a TFSA in retirement

During income-earning years, a Tax-Free Savings Account (TFSA) can be used to fund numerous expenses – a child’s education, family trips, a wedding, just about anything. Once you retire, you’ll discover that a TFSA is just as versatile, helping you t...

Read more

Tapping an RRSP for a home or an education

The Home Buyers’ Plan and Lifelong Learning Plan allow for tax-free withdrawals from a Registered Retirement Savings Plan (RRSP). Find out if it’s worthwhile financially....

Read more

Strategies and tips to boost your RRSP

Wouldn’t you like to get the most from your Registered Retirement Savings Plan (RRSP)? You’ll be ahead if even one tip applies to you or a family member, now or down the road....

Read more

When selling an investment is a tax win

In the world of investing, there will always be an investment that underperforms. Find out how selling an investment that’s suffered a capital loss can end up saving you in taxes....

Read more

How to make tax-smart RESP withdrawals

Did you know that an RESP is composed of two different pools of money? We’ll explain how RESP withdrawals work and how you can minimize or eliminate any tax....

Read more

RRSP versus TFSA: Did you ever have to make up your mind?

Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings....

Read more

How to keep your TFSA aligned with your goals

This year, you can contribute $6,000 to your Tax-Free Savings Account (TFSA), bringing the cumulative total of TFSA contributions to $63,500, or $127,000 between a couple. This means that a TFSA can help meet any investment objective....

Read more