Recent Articles

Selecting the Right Retirement Destination

Posted on December 12, 2016

Choosing a retirement location can be a stressful experience, especially when you combine your own questions with the pressures you might be receiving from loved ones to live near them. Here are ten tips to help ensure that your retired life is as wonderful as it can be.

Tags: 
retirement
retirement planning

America Decides

Posted on November 7, 2016

On November 8, 2016, Americans will elect the 45th President of the United States. Many Canadians have been vehement and passionate observers of every twist and turn of the campaign. Yet, once you strip away the nasty name calling and accusations of one kind or another by both candidates, you are left with their policy pronouncements.

The one area that impacts Canada and the rest of the world directly is that of economic policy, which has very little that separates the two candidates except for some subtle and nuanced differences.

Tags: 
investing
investment planning
investments

How to Protect Yourself from Fraud

Posted on November 7, 2016

Isabel was paying for a store purchase with her debit card. She noticed the clerk was doing something with his cellular telephone, then placed it on the counter. Isabel realized that the clerk had set the phone, equipped with a digital video camera, to record her card number and PIN. Isabel immediately called her bank and canceled her debit card.

Tags: 
fraud prevention
fraud protection

Active Versus Passive Investing

Posted on October 10, 2016

There are very passionate views on both sides of the debate as to whether it is better for individual investors to use active investment managers versus using an index approach, with its main selling feature being lower fees.

Tags: 
investment
investment planning
investing

RRSP Income Options

Posted on October 10, 2016

Let us discuss a scenario that faces a high number of retirees and soon-to-be-retirees all over the country. You have spent years saving for your retirement and you have made smart decisions about using the power of RRSPs to accumulate a significant nest egg.

But now you’re unsure about how best to get income from your investment portfolio as your retirement day comes ever closer. In terms of your RRSP investments, as a decision must be made before the last day of the year during which the account holder turns 71.

Tags: 
rrsp

The Story Behind "Sell Everything"

Posted on September 12, 2016

The media in general has a tendency to take an idea or story and run with it until the original context or point is lost in a wave of misinformation, taking a form of its own. At that point, the idea can become very dangerous to you as an individual working to build your own financial wealth and assets.

While we have covered the role of your behavior in contributing to your investment success in past articles, let us explore this idea that selling all of your investments as a tactic, in more depth.

Tags: 
investment
investment planning

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