First steps to financial literacy With the Covid-19 pandemic more people are spending more time at home. This has also led many people to try a little do-it-yourself investing. After, all opening an investment account is relatively easy, and almost every financial...
Robyn is featured in this recent interview in Wealth Professional magazine on how the retirement landscape has shifted and why it’s now essential retirees understand their sustainable withdrawal...
First steps to financial literacy This is a challenging time for building your wealth and saving for retirement. A newly released survey by FP Canada found that Canadians between age 45 and 54 are struggling the most during the Covid-19 pandemic. Over a third in...
Portfolio management tips for troubled times October is a typically volatile month for markets, and this year has been no exception. The main North American stock indexes were down for the month across the board. So were crude oil and gold. We heard media talking...
What should RESP holders do during a school year like no other? Post-secondary education is looking dramatically different this year. As the pandemic lingers, and universities and colleges offer online-only courses, fewer students are living and learning on campus....
Sometimes life can throw a curve ball in the form of unexpected job loss. Robyn is featured in this recent Investment Executive post on how to best handle retirement plans, severance offers, and...
Now, more than ever, it’s crucial to teach your kids the first steps to financial literacy. Read my recent post on how to help your children learn the basics of money...
Make the most of this wealth-creation tool all year Many investors only think about their Registered Retirement Savings Plan (RRSP) in February. But that’s really just a conditioned reflex, spurred on by financial institutions to get you to give them money in the...
Vulnerable in the season of volatility The fall season of volatility is here again. This year, however, stock markets may be susceptible to even more gyrations than usual, given the vagaries of the Covid-19 pandemic and its effect on economic growth, the U.S....
Four trouble areas, and how a planner can help The Covid-19 pandemic and lockdowns have created plenty of financial stress for individuals and families. Temporary or even permanent income loss has been only partially mitigated by relief programs, such as the Canada...
What if your child decides not to go the post-secondary route? If you’re tapping into Registered Educations Savings Plans this fall to pay for your kids’ post-secondary schooling, keep in in mind that there are plenty of rules about how RESPs are administered. And...
Review your portfolio before jumping in The Dow Jones Industrial Average is reaching all-time record highs. So is the S&P 500 Composite Index – amidst a pandemic and a recession, no less. And smaller investors are jumping on the bandwagon. Should you join the...