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

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....

Read more

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....

Read more

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....

Read more

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)....

Read more

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....

Read more

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?...

Read more

Meeting multiple goals with a TFSA

It’s often desirable to dedicate a Tax-Free Savings Account (TFSA) to meeting a single goal. However, TFSAs can also be structured to achieve multiple financial objectives....

Read more

Managing a windfall, large or small

Whatever size a windfall may be, acting hastily can lead to regret. Learn what to consider and how to make the most of bonuses, tax refunds and larger windfalls that come your way....

Read more

Should you delay your OAS pension?

Whether to delay Canada Pension Plan (CPP) or Quebec Pension Plan (QPP) benefits gets all the attention. But you should also know about delaying your Old Age Security (OAS) payments....

Read more

Short-Term Pain, Long-Term Gain

Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....

Read more