Retirement Planning

Using a Cash Wedge to Manage your Income

Posted 11 Sep 2020 by Patricia Bell, PFP

When markets are fluctuating, it makes a big difference to your long-term plan whether you’re adding or withdrawing...

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Investments

Market Watch: September 2020

Posted 09 Sep 2020 by Rick Irwin, CFP, CLU

I hope you and your family are well and have enjoyed the summer. Fall is fast approaching and...

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Investments

What is "Dollar-Cost Averaging"?

Posted 31 Aug 2020 by Lorna Maughan, CFP

“Averaging in” is something that we talk about on a regular basis with our clients when they have...

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Taxation

Income Tax Installments ... And Why CRA Asks for them

Posted 24 Aug 2020 by Traci-Lyn Kerr

I don’t know a single person who enjoys paying the taxman their annual installment payments but there are...

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Investments

Rick's Interview with Michael Hughes

Posted 16 Jul 2020 by Rick Irwin, CFP, CLU

This morning, Rick spoke with Michael Hughes of GuardCap Asset Management, the UK division of Toronto based asset...

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Investments

Russell Investments: A clarion call to action

Posted 06 Jul 2020 courtesy of Michelle Seitz, Russell Investments

As I reflect on the last four months relative to my 30-plus years of experience with massive...

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Happy Canada Day!

Posted 30 Jun 2020 by Rick, Lorna, Patricia, Traci & Natalie

As we approach what may be the first Canada Day without certain celebrations due to the restrictions that...

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Investments

Market Watch: June 2020

Posted 29 Jun 2020 by Rick Irwin, CFP, CLU

Markets staged an impressive rally in the second quarter of the year. After selling off 34% in February...

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Investments

June 11 Market Selloff

Posted 12 Jun 2020 by Rick Irwin, CFP, CLU

After a relatively calm start to the month of June, yesterday stocks experienced the worst one-day selloff since...

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