2022 highlighted the performance benefits of portfolio diversification. Having a clear investment philosophy, not only produced superior results, but also helped provide transparency, clarity and peace of mind for our clients.
Investors who maintained perspective and long-term discipline by committing to a fundamentally sound investment plan were able to weather through the periods of market uncertainty and stay on the path to building wealth.
2022 has been a challenging year for Canadian investors; inflation is higher, interest rates have been going up, bonds are down, and stocks have been volatile. Typically, bonds have sheltered investors in periods of uncertainty. This hasn’t been the case this year.
How can you teach kids about money at any age give and give them a strong financial foundation? Today we’re joined by Will Rainey, a writer and speaker focused on helping parents and grandparents teach their kids and grandkids about money.
Today we discuss critical factors to think about to optimize your RRIF strategy and the significant impact that strategic planning can have on your estate value.