Articles

The Power Of Clearly Defined Goals

The Power Of Clearly Defined Goals   The significance of setting strict and attainable goals in financial planning cannot be overstated. They are the foundation of comprehensive financial plans, guiding individuals toward financial success and stability. Here’s why establishing reasonable financial goals is paramount in achieving long-term success: Clarity and Focus: Good financial goals clarify what one …

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Capital Gains Inclusion Rate Increase

Capital Gains Inclusion Rate Increase   The Federal Government announced that the capital gains inclusion rate will increase from 50% to 66.7% for trusts, corporations, and individuals (above $250,000 in gains). This announcement has caused much anxiety for Canadians with capital property.  However, before making any rash decisions, we believe you should consider the following: …

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How to Master Saving for Retirement

How To Master Saving For Retirement   In the journey towards financial security, clearly understanding your expenses is paramount. It’s not just about knowing what you spend daily but also having a vision for your future, especially regarding retirement. Planning your expenses and understanding what you’ll need in retirement lays the groundwork for a financially …

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‘Tis the Season of Giving: Charitable Contributions and Donor-Advised Funds in Canada

At this time of year Canadians have been celebrating, hosting, and entertaining for the holiday season. They are also moved to great acts of generosity. Charitable giving is deeply ingrained in Canadian culture, and the end of the year often sees a surge in donations as individuals look for ways to impact their communities positively. One …

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Investment Opportunities Exist All Around The Globe

Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors deal with this kind of uncertainty? First, they should remember that it’s challenging, at best, to predict a country’s returns by looking at the …

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US Election

We are 11 months away from another US election. And this major event prompts many questions for investors in the US and worldwide. Should the party in power change my investment strategy? If a Republican wins, should I increase my stock market holdings? Investors love a good narrative to form an investment decision. But, it …

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Three Important Types of Insurance for Canadians 50 and Up

As Canadians, we often pride ourselves on our robust healthcare system. Still, as we age, it becomes increasingly crucial to consider additional layers of protection for our well-being and financial security. For those aged 50 and above, three types of insurance—critical illness, life, and health insurance—emerge as indispensable safeguards against life’s uncertainties. The reality is …

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Why It’s Never Too Early to Start Retirement Planning

Retirement might seem light-years away when you’re navigating the ups and downs of daily life, but the truth is, preparing for retirement can be much easier the earlier you start. Putting away funds and making long-term plans might not be the most thrilling prospect when retirement is decades away. However, laying the groundwork for a …

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