Recent Posts

AI to drive new economic paradigm and new era of investing

Nov 21, 2024 - Alfred Lam

Experienced money managers have seen many investment trends evolve, but nothing compares to AI. Explore the great shift this mega-trend is creating in modern investing....

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I’ll be gone anyway, so why plan my funeral?

Nov 05, 2024 - Valerie Markidis

Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....

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Diversification working on a comeback

Oct 28, 2024 - Stephen Lingard

The 60/40 portfolio took a hit over the past few years, but diversification isn’t down for the count. As monetary policy continues to shift, look out for a comeback!...

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Tapping an RRSP for a home or an education

Dec 18, 2020

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....

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How did you react to market volatility?

Dec 18, 2020

Find out about three ways investors may react to a significant market downturn. Then see if your own reaction might prompt a change to your investment portfolio....

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Save tax by splitting income with children

Dec 18, 2020

You save tax as a family when you transfer your income to children in a lower tax bracket. We’ve got specific income-splitting strategies that work for minor children and adult children....

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Retirement plans changing? Evaluate and pivot

Dec 18, 2020

There are countless situations and life events that could make you alter your retirement plans. But there are four ways to react to those changes and fulfill your retirement dreams....

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Strategies and tips to boost your RRSP

Dec 18, 2020

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....

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