Maximizing the Disability Tax Credit: Key Insights for Canadians
Explore the Disability Tax Credit and learn how this underutilized benefit can support Canadians with disabilities and their families. Discover eligibility, application tips, and more.
Navigating Market Volatility and the Lessons from Intel
Join our discussion on maintaining composure during market fluctuations, long-term investment approaches, and insights from Intel’s successes and setbacks.
2024 Mid-Year Investment Review
Stay ahead of the curve and make informed investment decisions with our in-depth analysis of global trends, tech impacts, and economic shifts. Gain valuable insights on key market trends and navigate uncertainty for effective financial management .
2023 Financial Year in Review and Looking Ahead for 2024
How did the key financial events of 2023 shape the investment landscape? What lessons can investors take from these developments as we move into 2024? Join us in this episode as we delve into these questions and more.
An economic soft-landing? Yes, no, maybe…
In today’s episode, we dissect the elusive concept of a “soft landing” economically, analyzing the potential for such an outcome in the current U.S. economy.
The Dividend Trap: How Seeking Stability Might Limit Your Returns
In this episode, we dissect the intricate world of dividend investing, breaking down common assumptions and exploring its role within a well-rounded investment strategy.
International Diversification Part 2: Not so crazy
How much should you invest in different global markets? We dive into the nuances of valuations and expected returns adding clarity and confidence in global diversified portfolios.
Why Global Diversification is Good for Canadian Investors
Learn the benefits of global diversification for Canadian investors along with actionable strategies to gain better returns with less volatility.
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.
Building Confidence Through Annual Review Meetings
Effective client meetings are about transparency and empowering investors to move forward with a clear vision of their financial future.
2022 Financial Year in Review and Looking Ahead for 2023
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.
Are rising interest rates a curse or a blessing?
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.