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Personal Wealth and Finance




Financial Viewpoint

Don’t let fraudsters steal your financial security

We live in a busy world with the increasing stress of overwork, concerns for our children’s fiscal and career futures, ageing parents, and our retirement, ageing and health concerns. Others are dealing with grief over a family death. Stress weakens …


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Unknown

Balancing Investor Risk and Reward

The risk/reward concept states that the higher the risk of a particular investment, the higher the possible return. Although there usually is some risk with any equity investment, it is essential to assess just how much risk your portfolio should carry. Risk involves the potential for gain or loss of monies invested.


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Registered Investments

RRSP and TFSA Differences

The Registered Retirement Savings Plan (RRSP) and the Tax-Free Savings Plan (TFSA) offer two different tax advantages to allow your money to grow. Let’s compare to see which or if both are preferred for you.


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More Recent Articles




Investor Insight

RRSPs: The importance of investment time

The Canadian government regulates the Registered Retirement Savings Plan (RRSP) program, allowing it to have unique tax benefits as you save for your retirement. Annual RRSP contributions can reduce the amount of income tax you pay in the year of …


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Registered Investments

Avoid RRSP Overcontributions

The registered retirement savings plan (RRSP) is a tax-deductible retirement plan which gives flexible control of your investments in the account. Until age 71, you can contribute to your RRSP, or of your spousal/common-law partner to their age 71.


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Investor Insight

The Power of Women Investors

The incoming generation of investors will be younger and much more diverse, with women now partaking of an increasingly prominent role in building and growing family and personal wealth. This includes millennial women, single mothers, and entrepreneurial women owning or …


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Investor Insight

Why is portfolio strategy important?

Understand your risk tolerance Each of us has a personal level of risk tolerance which indicates how much risk one is willing to take while investing in markets that always go up and down. Your advisor can help you establish your own unique governing guideline.


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Financial Viewpoint

Working out financial agreements with my fiscal partner

When establishing a financial strategy involving other stakeholders, such as paying down a mortgage, develop a written plan that all parties agree on. You can create written point-form agreements for each to sign in areas of investing, registered vehicle planning, debt repayment, etc.


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Investor Insight

Empowering Wealth Creation for Millennials

Between the late-1970s and the mid-1990s, the most significant generation in the Canadian workforce referred to as millennials (or Generation Y) was born. As the largest generation by population size in North America, by 2025, three out of every four …


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Registered Investments

The Registered Education Savings Plan (RESP) for Educational Planning

Facts about an RESP A Registered Education Savings Plan (RESP) is a savings plan registered with the government that can help you save for your child’s post-secondary education. Money invested in an RESP grows tax-deferred. The government helps contribute to …


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