We remind you that your TFSA contribution limit is $7,000 beginning January 1, 2026. The Tax-Free Savings Account provides many benefits to Canadians over 18. Top 10 TFSA benefits: Tax-free growth Tax-free withdrawals No age limit for contributing once over 18 Carry forward contribution room A wide range of investment choices Freedom to withdraw funds at any time Ability...Read More
We had the honour of meeting The Right Honourable, Stephen Harper. Our former Prime Minister spoke at the Ritz Carleton for an “Outlook Event” sponsored by Franklin Templeton on November 25, 2025 and we also had the privilege to speak directly with him. We recieved valuable information regarding financial markets, and in particular, insight into...Read More
“You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets.” ~ Peter Lynch, Fidelity Investments When stock markets go up for a long period of time investors naturally tend to become complacent. We forget what it feels like...Read More
“The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd.” ~Warren Buffett One of the greatest investors of all time, Warren Buffet, will retire at the end of this year. What made him so successful was, in part, his...Read More
People who have financial advisors gain many advantages. One of the greatest benefits is that we make complex concepts simple. Here are three simple steps that can help you to increase your wealth: Find Strategies to Save Money – Whether you are retired or planning for retirement, we can provide proven ways to help you...Read More
“Most of the time the world doesn’t come to an end.” ~ Ben Carlson In 2025, we helped clients to endure another scary stock market correction and to benefit from its subsequent strong recovery. We are delighted to share with you this brief article which wisely summarizes this current year in financial markets: Staying the...Read More
A Will is an essential part of your Estate Plan. The Angus Reid Institute surveyed Canandians and found that more than 50% of us don’t have a Will and nearly another 15% say their Will is out of date. We know the difficulties that arise if someone we love passes away without a proper Will. ...Read More
Police are warning Canadians about this new and dangerous scam. People appear to call from major financial institutions and seem to be legitimate because they know your personal information. They follow up at your door as “bank investigators” claiming to protect you from fraud. To be forewarned is certainly to be forearmed. Watch this video...Read More
“There is a symmetry to bear markets in the short-term. In the long-term there is an asymmetric relationship between bull and bear markets. You just have to survive the short run to get to the long run.” ~ Ben Carlson Bulls and bears represent stock markets because of the way they attack. Bulls fight by...Read More
We were recently interviewed on Counterpoint with Tanya Granic Allen. “Managing Your Finances in Today’s Economy” plus our unique “pension-style” of investing. The video is 22 minutes. Here’s the link: https://vimeo.com/1122973363 Enjoy!Read More
