Resources

Market Commentary November 30, 2018

At the time of writing this commentary, the markets across North America were mixed for the month. The TSX has squeaked out a gain of 0.5% for November, reducing 2018 losses to 6.4%. The Dow Jones in NY was down 0.3% reducing the gains for 2018 to 2.1%. The NASDAQ was...

Creditor Insurance – Dying with Debt

Millions of people in Canada have credit cards and the insurances that come with them, or subscribe to the additional coverage. This article is a great example of the limitations to the insurance. Please read the coverage before paying a premium, and if your not sure...

Market Commentary October 31, 2018

October has seen one of the longest and sharpest sell offs in years. The North American indexes were close to correction territory (a drop of more than 10% in value). At time of writing, the TSX was down 6.9% for the month which brought losses to 7.7% for 2018. The...

Income Splitting

Are you looking to income split within your family? Here is an article with some careful considerations to make and situations to examine before deciding to go down that road.Click Here for...

Risk Tolerance & Volatility

Long positive runs in the stock market lead investors to a false sense of security. This usually has them adjust their risk tolerance higher than what they are truly comfortable with, only to see a correction or recession eliminate gains and leave them with losses....

Market Commentary September 28, 2018

The market numbers as of time of writing were mixed for the major North American Indexes. The TSX was just slightly down for the month, bringing year to date numbers to negative 0.7%. The Dow Jones in New York was up 2.7% for September, totaling 6.8% for...

How to Teach Kids about Money?

Financial literacy is quickly becoming part of the curriculum in high school, but what else can parents do to teach their children about money? This short video gives some ideas on how to set them up for the future.Click Here for...

Estate Planning – Wills

Are you one of the millions of adults with no will? You are not alone. This article highlights some famous people who have died with no will, and why you should get yours now. Link to Article is...

8 Principles

8 Principles focused on maximizing the return on your investment in employee benefits Principle 1: Choose your broker The group benefits and pension business is highly competitive, with hundreds of brokers competing for market share. With so...

Small Business – Passive Tax

Do you have a small business in Canada? Are you aware of the new rules against passive income in a corporation? This article highlights how to use Life Insurance as a strategy to reduce your passive income and save your small business tax rate. Link to Article is...

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