5 Principles to Help Investors Survive an Economic Recession

By staying calm, diversifying, investing in quality companies, keeping cash on hand, and seeking professional advice, investors are much better positioned to survive a recession, and potentially emerge with even greater wealth....

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Answers to 5 key questions about the new Tax-Free First Home Savings Account (FHSA)

Starting April 1, 2023, the FHSA will be available to Canadians that are interested in taking advantage of the benefits of this unique savings vehicle...

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Why Avoiding Loss is Human – But Not Always Good for Our Wealth

‘Loss aversion’, a well-documented psychological phenomenon, can cause problems for us when it works to our disadvantage in the realm of making investment decisions...

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What will you do? Part Two

Today we present the second part of a candid conversation about preparing a will, which focuses on online will providers, advice for business owners, blended families, and the hardship created by dying without a will....

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What will you do?

When it comes to writing and updating your will, there are a number of important decisions to be made....

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RRSP or TFSA – Which should I contribute to?

RRSP or TFSA – Which should I contribute to?  We get this question a lot – especially at this time of year...

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2022 Year in Review

Despite the market decline, we see 2022 as having been a year of opportunity. That, exciting news on our updated brand, and our warmest wishes for the holidays and New Year....

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A Silver Lining

The silver lining is called tax-loss selling. What is it, exactly?...

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A special message for parents and grandparents: the RESP

Post-secondary education is so important to building a bright future for your children and grandchildren.  But here’s a hurdle:  higher education is expensive.  That’s why it makes so much sense to start contributing to an RESP....

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Cottage succession: Will you avoid these 3 common pitfalls?

When it comes to cottage succession, we see three strategies that often fail to achieve their intended outcomes – which can result in so much unnecessary upset to the family you leave behind....

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