The Empowered Investor
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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.
Navigating Mortgages and High Interest Rates
Whether you're a first-time home buyer or a seasoned real estate investor, understanding the intricacies of mortgages is a game-changer in your financial journey. With many potential pitfalls, confusing jargon, and seemingly endless options, proper guidance throughout the mortgage process is invaluable.
Debunking 8 common tax myths and misunderstandings
Countering bad advice, especially during tax season, is crucial. So we reached out to expert and tax specialist Réginald Pierre-Louis to bust several tax myths and give you the facts to help ensure that you file accurate returns. His expertise can help ensure that you receive money the government owes you and avoid penalties for underreporting.
2022 Tax Tips – With Life Long Expert
Every year more complexity is added to the Canadian tax system, making it difficult for taxpayers to keep up to date. Understanding how to properly file your tax return and take advantage of deductions and credits can put more money back in your pocket.
Investor Beware: How to Protect Your Money from Scams and Fraud
Financial fraud is a serious issue that has unfortunately cost many investors their hard-earned savings. From Ponzi schemes to fake investment opportunities, these scams lure investors in with promises of high returns and low risk.
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.
Should you Die with Zero?
You’ve worked hard for your money, and you should optimize it by maximizing the life experiences that bring you purpose and fulfilment - in today's podcast we discuss Bill Perkins' book around this concept.
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.
Teaching Kids About Money with Will Rainey
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.
Important RRIF Options to Consider for Retirement Planning
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.
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