How to Avoid TFSA Over-contribution
Posted 29 Jun 2018 by Natalie LeBlanc
In 2009 the Canadian government introduced the Tax-Free Savings Account (TFSA) to help Canadians grow...
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May 2018 Market Watch
Posted 16 May 2018 by Rick Irwin, CFP, CLU; Patricia Bell, PFP
The recent volatility of the world markets follows a period of steady growth that was,...
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December 2017 Market Watch
Posted 14 Dec 2017 by Rick Irwin, CFP, CLU
We can look back on 2017 as being a fairly successful year, investment wise. Despite...
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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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August 2017 Market Watch
Posted 10 Aug 2017 by Rick Irwin, CFP, CLU; Melissa Allan
Fluctuations in the Canadian dollar made for an interesting 2nd quarter of 2017 for Canadian...
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Disruptive Technology’s Role in Investing
Posted 25 May 2017 courtesy of Capital Group
Emerging technologies and innovation are creating new products and business models that are disrupting the...
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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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May 2017 Market Watch
Posted 11 May 2017 by Melissa Allan; Patricia Bell, PFP
Concerns about the future of North American trade regulation and tax reform are growing along...
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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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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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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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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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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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