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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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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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Offering employees enhanced retirement benefits

DPSPs, Group RRSPs, and IPPs  In today’s highly competitive labour market, employers have been upping their game to attract and keep the best talent. Offering lucrative group benefits for employees and premium  pension benefits for executives as part of an enhanced...

SELF-PUBLISHED

How to crack open the RESP piggybank

Rules for RESP withdrawals Those with kids going on to post-secondary education next month may be in for a case of sticker shock. In Canada, an average four-year program will cost about $70,000 including tuition, books, board and lodging, and living expenses. It’s...

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