Newsletter

Newsletter

What is the First Home Savings Account?

This new plan type is one of the measures that the government has introduced to help alleviate the housing crisis. The First Home Savings account…
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Gifting to Adult Children: A Few Questions to Ask Yourself

Over the last few years, the topic of gifting money to adult children has made its way onto the agenda more frequently. This is no…
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4 Ways to Donate to Charity

Over the last few years, I’ve observed that people are increasingly interested in making a difference and leaving a legacy in their communities.  Below are…
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The Mindset Required for Today’s Market

After a brief respite from our ugly June statements, we are once again in a collective state of worry.  Today’s current foe is inflation with…
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Decluttering Your Financial Life

With our boys away at overnight camp I have some time on my hands.  My plan is not to build a deck or paint a…
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Do Opposites Attract? Negative Sentiment & Performance

How are you feeling about the world these days?  How do you see our collective prospects?  I don’t think it would be a stretch to…
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Dead or Inactive – The Optimal Investment Strategy

Unless your home team wins the championship, headlines are typically negative. This helps capture and keep our eyeballs glued to our screens. We know this.…
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Putting Today’s Market Decline in Context

For many it can feel that we are always in an investment hole.  Trying only to recoup where we were only a month or two…
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Feeling Underwater?

Market declines are typically named (albeit posthumously) in catchy headlines whether it be the Credit Crunch, Black Monday, the Tech Bubble or the PIGS debt…
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Book Review: The Psychology of Money

I am often asked by clients for a book suggestion around investing.  I have one.  It is not about the plumbing of the financial system…
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Tax Tips Before the Year-end

Generally, we think about our taxes in March and April when our ability to affect them has long passed.  Below are 7 tax tips that…
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The Power of Compounding

The terms ‘compounding’, ‘compound interest’ or the ‘compound effect’ are ubiquitous in the realm of personal investing.  Compound interest is the effect of earning interest…
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Ready to Get Started on Securing Your Future?