Financial Library

Making the Most of Your TFSA

Sep 11 2017

Being such a new program, many Canadians do not fully understand the long-term power of the TFSA tax savings opportunities. It is much more than just an opportunity for saving — it can be a powerful and incredibly effective tool for an overall investment strategy. Here are some ways that you can use the TFSA for your long-term benefit and financial empowerment.

tfsa

savings

Helping Elderly Parents Manage Their Money

Sep 11 2017

It is always a difficult transition when people move from being the ones taking care of their family to the position where their family takes care of them. This is especially true when it comes to finances.

retirement planning

money management

Regulators Target Compensation Structures

Aug 07 2017

Regulators Target Compensation Structures

The current compensation model for financial industry participants*, who promote the use of investment funds and other managed investment products for retail clients, has been mostly unchanged for over 30 years.

financial strategies

investments

Build Your Wealth Together

Aug 07 2017

The wedding and honeymoon are over and you're settling in to your new life. You've accomplished many goals together over the past year with compromises being made over wedding plans, honeymoon destination, and a million and one other details. As you settle in for a long and fruitful life together, it's an ideal time to discuss your financial goals and map out an effective tax strategy that supports it.

Create an Investment Strategy for Your Tax Savings

tax planning

Investment Risk in Retirement Years

Aug 07 2017

As Joe Farnsworth^* from Toronto discovered, published return percentages do not necessarily tell the whole story of an investment portfolio performance. Joe retired 9 years ago from the Toronto Police Service from which he collects a serviceable pension each month.

retirement planning

Yellow Ducks and Free Money

Jul 10 2017

A minor fire storm of gossip and criticism hit the Toronto talk radio airwaves in early June as preparations for the Canada 150th birthday celebrations were fully underway!

financial planning