Personal Finance

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Avoid These Six Common Investing Errors

June 11, 2024

While we can learn much about successful investing by studying the best investors, it can also help to learn from our mistakes.
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Growing Scams: Protect Yourself & Others From Phishing

May 28, 2024

Almost all of us have received email scams; increasingly, many clients are being targeted via mobile phones or social media.
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Time: The Investor’s Great Ally

March 21, 2024

As we look ahead to a new year, don’t overlook the impact of compounding and time on investing success.
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How to Beat Blue Monday

January 12, 2024

When it comes to personal finances, January can be a month when the festive adrenaline eases and your own economic reality hits home. The cure lies in forward-thinking, positive mindset and goal setting.
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Reminders for the New Year: The Investing Road is a Long One

January 3, 2024

As we move into another year, what’s your investment focus? Given the volatility of 2023, it can take discipline to stay focused on our objectives, but here are three perspectives...
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Back to Basics: The Importance of Having an Investment Plan

December 5, 2023

Earlier this year, the Wall Street Journal profiled investors who used an investment thesis of “buy and hope”— a fortuitous approach during bull market times — only to experience an awakening after the markets changed their course in 2022.
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Check Your Credit Score 

October 23, 2023

When was the last time you checked your credit score or credit history? It may be important for young and older people alike, for benefits beyond just understanding your credit position.
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The Principal Residence Exemption: Your Questions Answered 

August 28, 2023

Summer is often one of the busiest seasons for residential home sales. With many investors owning multiple properties, thinking ahead to their eventual disposition may be worthwhile.
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"Take Five, Tell Two” — Protecting Yourself & Others Against Scams

August 16, 2023

As the number of scams continues to grow, fraud has become increasingly sophisticated. Phishing attacks, where deceptive messages fool victims into providing sensitive information, are now using multiple channels concurrently to target victims.
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Estate Planning: I Don’t Want to Act as Estate Executor

August 14, 2023

It can be an honour to be named as estate executor as it signifies a person’s trust that you will carry out their wishes as intended. Sometimes individuals accept the position without fully understanding the duties or responsibilities that come with the role.
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Your Money & Your Heirs: What’s Your Plan for Wealth Longevity?

July 21, 2023

As part of your wealth planning, have you considered your wealth’s longevity? Many of us have heard of the “shirtsleeves curse”: Family wealth is often built up and lost within three generations.
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Personal Finance Tips for Surviving Tough Economic Times

July 13, 2023

Are we in for a “hard” or “soft landing”...or “no landing” at all? While we can never control the timing of more challenging economic times, there may be ways to better survive...and even thrive.
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During Volatile Times: Perspectives on the Equity Markets

June 5, 2023

History shows that when it comes to investing in the stock market, the longer your ability to focus, the better. Why? The variability of equity market performance smooths out substantially as the investing period grows.
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Time is Your Quiet Investing Partner

June 19, 2023

Time is your greatest investing partner, but its value can be overlooked. Passive and quiet, this partner won’t bang on your door and say it’s time to get started, that part is up to you.
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For 2023: A Little More Happiness?

May 18, 2023

As we enter another year, we may all benefit from a bit more happiness. Studies continue to show that cultivating an optimistic view leads to better outcomes, and this can extend into our financial lives.
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Keep Calm and Plan for Volatility

October 4, 2022

Keeping your nerve when you see minus signs on your portfolio statement is not easy. Throw in a global pandemic, the rising cost of living, interest rate hikes, and news of political division, and it’s little wonder many investors want to exit the market and hunker down until the good times return.
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