Grant Matossian, CPA, CFP
CERTIFIED FINANCIAL PLANNER® Professional
CERTIFIED FINANCIAL PLANNER® Professional
Understanding Investor Sentiment While bull and bear markets describe sustained periods of market movement, the terms “bullish” and “bearish” describe investor sentiment and expectations for the market’s future direction. Bullish: A bullish outlook is characterized by optimism and confidence. A …
Read moreWhen establishing a financial plan involving other stakeholders, such as paying down a mortgage, develop a written plan that all parties agree on.
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Stock market language refers to two predominant patterns: “bulls” and “bears.” These terms describe the prevailing market trend and can sometimes cause concern, but understanding their meaning is key to maintaining a long-term perspective. My goal is to help you …
Read moreUnderstanding beneficiary designations in Canada is a critical aspect of estate planning, often overriding provisions made in a will. This is because certain assets, by their very nature, allow for direct beneficiary designations that operate outside of the estate and …
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We invest in what people buy. When an equity investment fund or stock is purchased, you indirectly invest in businesses relating to what consumers buy.
Read moreIf you are an investor who remembers the mortgage debt crisis of 2008-9, you know that the stock market lost significant value. From an investment standpoint, the real downside occurred when some investors sold off their equity holdings due to …
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RRSP Maturity Strategies: You are allowed to contribute to your RRSP up until December 31 of the year that you turn 71, at which point your RRSP must be closed. Instead, you can select any or a combination of: transferring …
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