latest articles

May
10
2021

What's Your Investing Personality?

By admin

Just as each of us is unique as a person, we also have a distinct investing personality. One isn't better or worse than the other, but understanding "who” you are as an investor is helpful, no matter your circumstances, or how much money you have to invest. While it's a complex matter that depends on various factors, exploring the questions below may give you some preliminary insight into your investing personality.

Tags: 
investment planning
May
10
2021

The Many Benefits of RESPs

By admin

As busy parents, just meeting your family's needs each day can eclipse thoughts of the future. Add to that juggling act the cost of running a home, daycare, mortgage and car payments, and it's easy to see how setting funds aside for a child's future education can become something you'll "do later" when you have the time and money.

Tags: 
resp
education planning
May
10
2021

The Power of You

By admin

The key financial planning lesson that Covid-19 has taught us all, is that no matter how many planning scenarios a person considers, it is extremely difficult to get it perfectly right!

Covid has impacted Canadians' ability to hold, build and keep cash reserves. For many, it has affected their ability to work and earn a living, and for many small business owners, it has threatened their very survival. No matter how much planning small business owners did before the pandemic hit, very few set aside enough capital reserves for 12 months or more.

Tags: 
financial strategy
Mar
08
2021

Does Buy and Hold Still Work?

By admin

As an investment strategy, "Buy and Hold" is just what it sounds like: you buy an investment and hold it for an extended period, riding out market fluctuations and selling when the price reaches your target. The underlying logic of this strategy is that investments tend to gain value over time. That long-term gain, along with compound interest, can work to increase your initial deposit and provide you with a valuable asset for your future.

Tags: 
investment planning
Mar
08
2021

Will you put your parents' retirement at risk?

By admin

When Sarah graduated from university and got her first job as a regional sales rep, her parents bought her a car to ensure she'd have a reliable vehicle for the travelling her new position would require. Sadly, only weeks after receiving this generous gift, Sarah hit black ice while driving and lost control. Fortunately, she was alone, and no other vehicles were involved. Unfortunately, the accident left her with severe injuries and a long, uncertain road to recovery.

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