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How to get your portfolio back on track

This 5-point annual review can reveal weak spots Your investment portfolio is the cornerstone of your wealth accumulation plan over the long term. Whether your investments are in non-registered trading accounts or in tax-sheltered plans like RRSPs and TFSAs, you...

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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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Resolve to overcome three financial mental blocks

Your attitude to money may be holding you back Let’s face it. Money is stressful, and especially so at the beginning of the New Year, right after the holiday spending binge. Spending, saving, investing, statements, bills, budgets – for many, maybe most, people, it...

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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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Black Friday binge, Red Monday remorse

How avoid that sinking (bank account) feeling “Red Monday Remorse” typically follows the Black Friday spending binge. It’s the day you realize you’ve changed the colour of your budget from black to red. The same thing happens in the weeks leading up to Christmas....

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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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When creditors come calling

Options for relieving the personal debt burden Since 2020, when the pandemic and associated financial damage created by government lock-downs and mandates really began to hit hard, debt problems were pushed to the back burner. Many creditors temporarily held off...

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