
Inflation & Your Financial Strategy
In a December 2021 poll, 87% of Canadians surveyed reported that the rising price of everyday goods was their top source of anxiety1. The last period that caused this level

In a December 2021 poll, 87% of Canadians surveyed reported that the rising price of everyday goods was their top source of anxiety1. The last period that caused this level

The RRSP deadline for 2021 deposits is fast approaching on March 1st. Some of the basics of the benefits of RRSPs are worth repeating, especially for Millennials and other younger,

A year ago, Faye and David decided to get smart around saving money. “We both love the idea of retirement,” says Faye. “But we could never seem to close the

Time is one of those daily realities that we usually take for granted. But when it comes to building wealth and managing investments, it is tremendously important. How you view,

“At this point last January, I was determined to change my relationship with money forever,” says Daniel. This is a New Year’s resolution he shared with 69% of Canadians last

Many investors are very focused on annual returns and others worry about losing money if the economy goes into a recession. The reality is that how to approach or react

According to the Financial Consumer Agency of Canada1, good health is determined by mental, physical, and financial wellness. In other words: mind, body, and money. Physical and mental health makes

Whether you’re expecting a child, planning to have one soon or have just become a new parent, you’re about to embark on one of the most rewarding journeys that life

There are moments in time when significant economic shifts occur that alter the future. One such moment occurred in late August 2019 at the close of the Jackson Hole Economic

The point of the headline is to distinguish what kind of investor you are. Do you follow storylines as described in the media headlines, or do you rely upon numbers

“Money makes money. And the money that money makes, makes more money.”1 This quote by Benjamin Franklin is referencing the power of compound interest. Albert Einstein extolled the wealth-building virtues


It is increasingly difficult to ignore some of the trading action in the markets that is causing surprising moves in equity values while the underlying economy continues to struggle (refer

As we grow up, what we learn about money from our parents can significantly influence how we earn, save, and grow our wealth. Meaghan, an elementary school teacher, credits her

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

The focus here is on you as an investor! What do you bring to the table in terms of investment experience and personal temperament (emotions) that impacts your investment returns

Horatio Alger1 was an American writer of novels about impoverished boys rising from humble backgrounds to middle-class security and comfort through hard work, determination, courage and honesty. His writings were

Like many young adults, Lindsay took what her parents had to say with a grain of salt when it came to money. A new college graduate with an entry-level job,

With Canada and many other countries practicing physical distancing or participating in complete lockdowns because of the COVID-19 virus, thoughts are turning to what the world may look like after

Warren Buffett has a classic rule when it comes to market volatility: “Be fearful when others are greedy and greedy when others are fearful”. Investor anxiety normally tends

The recent market turmoil triggered by the COVID-19 virus (and its possible impact on economic activity) brings to mind some observations by legendary investor Warren Buffett. During his years of

There is a legend about a successful financial advisor in Warren Buffett’s stomping grounds of Omaha, Nebraska. It is reported that this advisor has learned the art of communicating the

Brent and Darlene really enjoy their ‘toys’ and their lifestyle. In the last few years, they bought themselves a big screen TV, a stereo system, two expensive new vehicles, a

Over the next several years, governments in advanced countries will likely continue to struggle with mounting debt burdens and the associated rising costs of servicing that debt. It is also

A major Canadian financial institution ran an investment promotion earlier this year that promised attractive returns for GIC-type investors, who needed higher returns to generate income. While dealing with an

Randy worked for a small business. When the owner died suddenly, the business accounts were frozen and it took several weeks before they could be accessed to meet payroll. Randy

One of the most interesting facets of the financial services industry is how so many people tend to invest their money and plan their financial affairs by chasing trends and

As you look to 2019 for a fresh beginning, we invite you to set your intentions to have a breakthrough year! To do that, you are invited to reach for

When asked if they had any regrets, Baby Boomers wished they had started investing and saving at a much earlier age. Hindsight being 20/20, the Boomer generation can pass on

Bill Nye the Science Guy met with Prime Minister Justin Trudeau in Ottawa earlier this year to promote the use of alternative energy fuels in our economy. He is a