Latest Post in Investments
Disruptive Technology’s Role in Investing

Emerging technologies and innovation are creating new products and business models that are disrupting the old ways, and old business. From cloud computing to a...

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Investing Perspectives

Posted 11 May 2017 by Rick Irwin, CFP, CLU; Natalie LeBlanc

Investing your hard earned money is a decision that takes careful thought and planning, and...

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The End of Canada Savings Bonds

Posted 06 Apr 2017 by Rick Irwin, CFP, CLU

The recent federal budget was fairly uneventful, with no new significant tax measures and limited...

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Navigating your new Quadrus Statement

Posted 09 Feb 2017 by Natalie LeBlanc

Your 2016 mutual fund statement with Quadrus will be a bit different than the statements...

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Realizing the Value of Advice

Posted 27 Jan 2017 by Rick Irwin, CFP, CLU; Lorna Maughan; Melissa Allan; Patricia Bell, PFP

Take a closer look at the annual statement you will soon receive for your mutual...

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Protect Your Financial Future with a Pro

Posted 06 Jan 2017 courtesy of Advocis

If you have never worked with a financial advisor, you may be asking yourself if...

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The Post-Election Markets

Posted 08 Dec 2016 by Rick Irwin, CFP, CLU

A week ago, much to the surprise of stock market analysts, the media, pollsters and...

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September 2016 Market Watch

Posted 21 Sep 2016 by Rick Irwin, CFP, CLU; Patricia Bell, PFP; Melissa Allan, Lorna Maughan

After a sharp, but short, sell off at the end of June in the wake...

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Using Disability Savings Plans for Education

Posted 21 Sep 2016 by Lorna Maughan

If your child qualifies for the Disability Tax Credit, an RDSP might help with the...

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Implications of Brexit Vote

Posted 12 Jul 2016 courtesy of Sandra Boyd, Great-West Life

In an historic and unprecedented move the people of Britain voted to leave the European...

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Trinity's Team Market Watch

Posted 22 Jun 2016 by Rick Irwin, CFP, CLU; Patricia Bell, PFP; Melissa Allan; Lorna Maughan

Markets the world over have recovered somewhat over the past few months after a rocky...

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Views From Our Fund Managers

Posted 22 Jun 2016 by Rick Irwin, CFP, CLU

One of the most important roles of a financial advisor is to identity and recommend...

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Can new Canadians open a TFSA?

Posted 06 May 2016 by Lorna Maughan

Now that I have been here in Canada for over a year I am starting...

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2016 Budget Update

Posted 01 Apr 2016 by Rick Irwin, CFP, CLU

Yesterday (March 22, 2016), Liberal Finance minister Bill Morneau delivered the first budget for the...

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How NOT to Offset Capital Gains

Posted 22 Feb 2016 courtesy of Tim Cestnick, Dynamic Funds

Capital gains triggered from the sale of non-registered securities like mutual funds or stocks can...

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Commentary on Recent Volatility

Posted 03 Feb 2016 by Rick Irwin, CFP, CLU

I think we can all agree that 2016 hasn’t started off on the best foot...

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Mutual Fund Awards of 2015

Posted 09 Dec 2015 by Rick Irwin, CFP, CLU

If you’ll permit the indulgence, I just wanted to take a moment to reach out...

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The Giving Pledge

Posted 07 Dec 2015 by Natalie LeBlanc

Some of the world's wealthiest people, those with the most financial power for change, are...

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The 15-year Market Cycle

Posted 26 Nov 2015 by Rick Irwin, CFP, CLU

A common joke in the investment industry is that the bears have predicted 23 of...

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Commentary on Recent World Events

Posted 16 Nov 2015 by Rick Irwin, CFP, CLU

 The incredibly tragic and senseless events in Paris and Beirut last week, like other similar...

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Investor Pessimism a Good Thing

Posted 22 Sep 2015 courtesy of Sandra Boyd

Investor pessimism has risen to levels not seen since Federal Reserve Chairman Paul Volcker began...

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U.S. Federal Gov't Doesn't Raise Rates

Posted 18 Sep 2015 courtesy of TD Asset Management

The "will they or won't they" wait is over. The US Fed did not hike...

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Aligning Investments with Social Responsibility

Posted 18 Sep 2015 by Rick Irwin, CFP, CLU

For many investors, the investment process is about getting from point A to B while...

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Greece Insights from Fund Managers

Posted 06 Jul 2015 courtesy of CI Investments

Fund managers from three companies (Black Creek Investment Management, Signature Global Asset Management, and Cambridge...

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Women & Investing

Posted 02 Jun 2015 by Patricia Bell, PFP

Would it surprise you to learn that in Canada, women influence over $1.3 trillion of...

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The Three Ds of Investing

Posted 21 May 2015 courtesy of AGF Investments

By using all three in your investment strategy, you can reduce risk and enhance your...

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2015 Federal Budget Changes

Posted 22 Apr 2015 by Rick Irwin, CFP, CLU

Spring budgets often contain numerous goodies for Canadians and this is even truer in election...

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How to Safely Send Sensitive Files

Posted 13 Apr 2015 by Natalie LeBlanc

With tax season in full swing, and some late or amended tax slips still arriving...

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Automatic Withdrawals & Capital Gains

Posted 08 Apr 2015 courtesy of Invesco

Many investors have automatic withdrawals (AWD, or systematic withdrawal plans, SWP) that enable them to...

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What is a Capital Gain?

Posted 13 Jan 2015 courtesy of Dynamic Mutual Funds

Let's say you bought 100 shares of ABC Corp. for $10 a share. It was...

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Socially Responsible Investing

Posted 17 Feb 2015 by Rick Irwin, CFP, CLU

When investing your savings, meeting your financial goals is clearly important, but to many, meeting...

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Bank of Canada Cuts Overnight Rates

Posted 21 Jan 2015 courtesy of Sandra Boyd

The Bank of Canada announced last night that they will cut the target overnight rate...

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Energy Stocks: Where do we go from here?

Posted 12 Dec 2014 courtesy of Mackenzie Investments

Canadian stocks fell sharply yesterday amid continued selling in energy producers as crude oil slid...

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Cross-border Investment & Tax Planning

Posted 09 Dec 2014 by Melissa Allan

Whether you're a Canadian who resides temporarily in the United States or you're a dual-citizen...

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Oil prices & the economy

Posted 03 Dec 2014 courtesy of Sandra Boyd

After OPEC’s decision to maintain production and allow market forces to set the price of...

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Fall 2014's Market Correction

Posted 03 Nov 2014 by Rick Irwin, CFP, CLU

After a few years of relatively low volatility and steady growth, financial markets have recently...

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Alternative Investments

Posted 10 Oct 2014 by Rick Irwin, CFP, CLU

Bloomberg news service reported on June 25th, 2014 that the world’s largest single investment pool,...

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Investment Asset Classes

Posted 11 Sep 2014 by Patricia Bell, PFP

When a new client and I decide to do business together, I like to have...

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Capital Loss Planning

Posted 23 Jun 2014 courtesy of Invesco

Market downturns can provide planning opportunities to take advantage of losses and offset other capital...

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The Wealthy Senior

Posted 22 Jul 2014 courtesy of Sandra Boyd

Recent reports have highlighted the monumental shift happening in Canadian demographics. By this point, everyone...

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TFSA Over-Contribution

Posted 16 Jun 2014 by Natalie LeBlanc

In 2009 the Canadian government introduced the Tax-Free Savings Account (TFSA) to help Canadians grow...

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Avoiding Financial Traps

Posted 06 Jun 2014 courtesy of Lesley Scorgie and Rob Carrick

Lesley Scorgie, author of Rich by 30 a young adults guide to financial success, with...

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Recessions don't just "happen"

Posted 06 Jun 2014 by Rick Irwin, CFP, CLU

Markets have struggled so far in 2014, leading some to claim that the current recovery...

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Active Portfolio Management

Posted 06 Jun 2014 by Rick Irwin, CFP, CLU

Growth as an investing style has been more or less out of favour for thirteen...

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2013 Federal Budget Changes

Posted 06 Jun 2014 by Rick Irwin, CFP, CLU

The recent Federal budget proposed several changes that will have an impact on the financial...

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Global Investing Data

Posted 11 Jul 2014 courtesy of AGF Investments

When diversifying your portfolio, adding investments with ground in other countries may be a part...

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Business Owners & RESPs

Posted 06 Jun 2014 by Rick Irwin, CFP, CLU

For many business owners and incorporated professionals, conventional wisdom has been to pay yourself a...

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Disability Savings Plans

Posted 06 Jun 2014 by Melissa Allan

Registered Disability Savings Plans, or RDSPs, were introduced by our federal government in 2008 and...

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RRSPs vs. TFSAs

Posted 06 Jun 2014 courtesy of Dynamic Mutual Funds

In 2009, the federal government introduced the Tax Free Savings Account or TFSA to great...

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Charitable Giving

Posted 06 Jun 2014 by Melissa Allan

Charitable giving has become increasingly popular in Canada within the last decade. Many people are...

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Investing 101

Posted 06 Jun 2014 by Rick Irwin, CFP, CLU

Investment management is one of the most important elements of financial planning. Successful investors incorporate...

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Vetting Your Investment Manager

Posted 11 Oct 2017 courtesy of Scott Pountney, Empire Life

Now that the digital age is upon us, we’ve become experts at comparing various products...

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