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Investments & Finances

Posted by adminchristine | May 24, 2018

Over the years I’ve thought of various ways to ask clients what they plan to do in retirement; or, what are they retiring to, as we know what they are...

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Posted by admin | December 12, 2016

One of the great advantages of corporate-class mutual funds is sadly coming to an end in 2016.  The current federal government was quick to enact tax changes, which included removing...

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Posted by admin | August 4, 2016

Take a deep breath, relax and try not to get caught up in all the negative messaging and events. It’s so easy to go down that path, almost as if...

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Posted by admin | March 17, 2016

During extreme periods for the market, investors often make decisions that can undermine their ability to build long-term wealth. When faced with such periods, it can be very valuable to...

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Posted by admin | March 17, 2016

In light of the recent volatility in the markets around the world I thought I would discuss a simple concept that can really help with retiree's peace of mind.  If...

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Posted by admin | April 8, 2015

Sometimes tax opportunities can be more advantageous at certain points of one’s career.  Take for instance the year you are retiring (if you have not already).  Often we will see...

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Posted by admin | November 5, 2014

I recently sat down with a few of my client’s teenage children. The main intent was simply to stimulate their thinking about money.  My goal was to impart the significance...

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Posted by admin | September 16, 2014

Over the years you have worked hard to make sure that you will accumulate enough savings and investments to provide you with the retirement you’ve always dreamed of. There is...

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Posted by admin | September 5, 2014

We are now in the 6th year of the TFSA, and most Canadians have a total of $31,000 of deposit eligibility.  If you have a spouse together you have $62,000...

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