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?...

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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....

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(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....

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Should a retirement plan include your home?

When your home represents a sizable portion of your net worth, you might wonder if downsizing would give you a more comfortable retirement. It’s a decision that not only involves financial planning, but practical and psychological factors as well....

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How to choose a beneficiary for your RRSP or RRIF

One factor drives many decisions behind naming a beneficiary for a Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF). When an individual passes away, remaining assets in the RRSP or RRIF are taxed as income at......

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Are you entering the retirement risk zone?

For several decades as an investor, there was always a silver lining to a market downturn. That’s when investment managers purchased stocks at value prices so you could enjoy higher returns when the market rebounded. But that all changes when......

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Retiring gradually

According to the 2016 census, one in five Canadians aged 65 and over were working, with 30% of this group working full time. Some continued in their regular jobs, while others became consultants, entrepreneurs and new business owners....

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