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Ten-point plan for financial fitness

Give your personal finances a workout Will there be a recession? Will inflation keep eroding our purchasing power? Will stock markets recover? Will rates keep climbing. We can make educated guesses, but the reality is that no one knows for sure. As individual...

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The seven sins of financial planning

How to stay virtuous and grow your wealth in 2023 The holiday season always seems to be a time of excess. Excessive eating, drinking, partying…and spending. For many people, it’s a time when the bonds of financial inhibition are loosened. Trouble is, the financial...

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Year-end tax-cutting tips

Still time to save on 2022 taxes With year-end just around the corner, there’s still time for a few tax strategies that could cut this year’s tax bill. Here are some of my favorite year-end tax-saving tips.  Contributions to registered plans Registered plans...

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Avoiding cryptocurrency scams

How to dodge investment fraud and protect your money High-flying cryptocurrency exchange FTX filed for bankruptcy in early November. Billions of dollars are missing or unaccounted for according to reports, and the eventual financial ramifications of the FTX...

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Inflation Investing

Some asset classes better than others as an inflation hedge When preparing your financial plan and setting target returns, make sure you discuss the effects of inflation with your advisor.  Currently, inflation is at levels not seen in decades. In Canada, the...

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