2023 Mid-Year Investment Review: Economy & Market Trends
Recession concerns haven’t materialized as many had predicted and portfolios are positive so far with most asset classes having positive year-to-date returns.
How do reverse mortgages work?
A reverse mortgage can offer an opportunity to unlock home equity and provide much-needed cash flow. Today we discuss the best candidates and strategies for using them.
Cybersecurity: Education, Prevention, and Response Strategies
With so much of our lives online, are you aware of the risks you face? From phishing scams to ransomware and identity theft, the responsibility ends up on us as individuals to ensure we protect ourselves from cyberattacks as far as possible.
Take advantage of the new First Home Savings Account
An FHSA is a vehicle people can use to save for purchasing their first home while receiving a tax deduction on contributions. The money grows tax-free, and you can use it to buy a house without needing to refund the account; unlike the RRSP’s Home Buyers’ Plan.
An Investor’s Guide to Expected Returns
Will I have enough money to retire comfortably? Am I on track? Should I be saving more? These are the types of questions clients bring to us daily. We turn to financial planning and modelling into the future using expected returns to answer them.