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Personal Wealth and Finance




Investor Insight

2023 FRAUD REVIEW: Be vigilant about fraud.

While a determined hacker targeting an individual will eventually be able to overcome any security precaution, most of us will never be so specifically targeted. Maintaining basic security hygiene and awareness would be enough for us to protect ourselves against …


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Investor Insight

RRSP and TFSA REVIEW

  What are some differences between a Tax-Free Savings Account (TFSA) and the Registered Retirement Savings Plan (RRSP)? The tax benefits of the Tax-Free Savings Account (TFSA) The TFSA is a registered savings account that makes it easy for Canadian …


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Financial Viewpoint

Calculating CPI at Statistics Canada

The Canadian government uses an inflation measurement called the Consumers Price Index (CPI), calculated by Statistics Canada. A simple average of prices in Canada doesn’t accurately represent how the average Canadian spends money or how that modifies their purchasing power. …


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Investor Insight

Myths of Wealth Creation

Many are asking essentially, “will I ever be ready to retire?” When we discuss the cause and effect realities with most who have not saved much for retirement we find they generally admit these reasons:


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Investor Insight

The value of sound financial advice

With people living up to 30 years beyond retirement, you may be concerned about having sufficient capital to provide income for all those years.


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Investor Insight

Cyclic Bull and Bear markets can play on investor sentiments

Two significant cycles frequently occur in the market that many investors are psychologically affected by—the Bull and the Bear market—when market values rise or fall significantly. When it comes to investing, many procrastinate. If they monitor these cycles too closely, …


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Investor Insight

How market volatility can work for the investor

Volatility is when prices of stocks and equity funds increasingly shift in value up or down.


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