Multi-Asset 2023 Year Ahead Outlook

It is December, we think about family, celebrations, food and for us in the investment industry, the investment outlook for 2023. We can attempt to predict based on “known unknowns” and be humbled by the fact the world may also have other “unknown unknowns”. The boss of the boss: inflation It is fair to assume […]

Should market conditions affect how you invest?

It’s only human nature to want to take maximum advantage of a bull market and resist investing in a bear market. But our natural inclinations aren’t always the wisest investment choices. When markets are strong Say that an investor is enjoying solid returns from their equity investments during an extended bull run. This person has […]

Meeting multiple goals with a TFSA

Ever since the Tax-Free Savings Account (TFSA) was launched in 2009, many Canadians have used it as a general savings account. However, to make the most of a TFSA, it should be targeted to reach a specific financial goal. Only when you identify a goal can you align your TFSA investments with your financial objective, […]

Ensure family harmony when planning your estate

When you leave an inheritance to your loved ones, you intend to give each person some welcome help in meeting their financial and life goals. No one wants an inheritance to cause discord among the beneficiaries. Unfortunately, that can happen in certain situations if plans aren’t shared with beneficiaries in advance. By communicating your plans, […]

Managing a windfall, large or small

It’s a challenge no one minds facing: determining what to do if a lump sum comes your way. With a smaller windfall, the decision often focuses exclusively on how to use the money. A larger windfall brings larger issues into play. Bonuses, tax refunds and more Some of the smaller windfalls may seem like found […]