Resources
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The Inspired Retirement Guide
A “Retirement GPS” to navigate a successful retirement and map your retirement journey with confidence The Retirement Guide covers three key non-financial elements of retirement planning: Good Health, Purpose, and a Social Network.
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“The Empowered Investor” outlines 8 key investing principles to help you build a ‘Blue Ocean Investment’ experience.
Investment Principal #1: Invest in Asset Classes
Evidence suggests your portfolio’s asset class mix has a much larger impact on its variation of returns, compared to stock-picking and/or market-timing techniques.
Tax-Free First Home Savings Account (FHSA)
The Tax-Free First Home Savings Account (FHSA) is coming, giving first-time homebuyers the ability to save $40,000 towards the purchase of a home. What is the FHSA and what should you consider?
Solutions for the Canadian Housing Crisis
What are the factors affecting Canada’s housing crisis? How do we start to tackle this housing crisis issue? Public policy professional, Steve Lafleur, joins us to discuss these questions.
From Indexing to Evidence-Based Investing
To appreciate evidence-based investing, it helps to look at its historical roots, planted more than a half-century ago, and incorporated into its early solutions: index and passive asset-class investment strategies.
Winning with Evidence-Based Investing
How do you ensure your best financial interests are the top priority when you invest? One way is to use evidence-based investing instead of traditional active investing
How To Manage Your Investment Portfolio During Turbulent Times
Marcelo and Keith talk about how to manage money during turbulent times. We explore the research around the performance of tactical asset allocation strategies, why these “opportunity funds” are appealing to many investors, how balanced funds perform compared to tactical allocation and key strategies you can use to weather the storm of volatile markets.
The Wheel of Wellness Guide
Where Financial and Personal Wellness Meet: Just as we demystify the subject of investing, this guide aims to demystify the concept of ‘wellness’.
The Ins and Outs of Preparing Your 2021 Tax Returns
Tax return season can be quite a stressful time for many Canadian investors. With that in mind, we wanted to dedicate this episode to getting you up to speed on the key areas you should be thinking about as you prepare to file your tax return.
The Investment Policy Statement
Your IPS is a platform from which to build your financial future, as well as a living reference that grows and evolves through conversations, feedback, and updates.