How to Weather Economic Uncertainty

Posted on February 26th, 2025 in E-Newletters, Investing, Retirement
With all the media talk about US / Canada trade tensions these days it’s a good time to discuss some…
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Sudden Wealth: Choices and Opportunities

Posted on February 18th, 2025 in E-Newletters, Estate Planning, Investing, Life Events
Okay, let’s talk about what happens if you suddenly find yourself a million dollars richer. Imagine an inheritance or maybe…
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More Overlooked RRSP Tricks

Posted on January 6th, 2025 in E-Newletters, Investing, Retirement, Tax
More than 65% of Canadians have made deposits to Registered Retirement Savings Plans (RRSPs). Many do so just for the…
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Bad Excuses for Putting Off Investing

Posted on November 12th, 2024 in E-Newletters, Investing
Recent college or university graduates with their first career job have an understandable itch to spend money after years of…
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Market Highs vs Your Goals

Posted on October 7th, 2024 in E-Newletters, Investing
As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible…
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Why Time Matters

Posted on September 9th, 2024 in E-Newletters, Investing, Retirement
It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a…
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The Safe Investing Dilemma

Posted on August 12th, 2024 in E-Newletters, Investing, Retirement
As John nears retirement, he is becoming concerned about covering his future living costs with income from only interest-bearing investments.…
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Education Savings: Start Early

Posted on August 12th, 2024 in E-Newletters, Education Planning, Investing
A new baby in the family brings many hopes, dreams and expectations. This can often include thoughts about how their…
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DIVERSIFICATION IS KEY

Posted on July 8th, 2024 in E-Newletters, Investing
As with many retirement savers, it took two major stock market events (Global Financial Crisis, Global Pandemic) to convince Adam…
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ASSET BUILDING STRATEGIES

Posted on June 10th, 2024 in E-Newletters, Investing, Retirement
In the last article Sue had a capital shortfall of $400,000 in order to support her desired retirement lifestyle. This amount will…
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