Index Growth Expectations

3 May, 2017

Filed Under: Financial Planning

This chart determines the major indexes in 5, 10 and 20 years’ time assuming 5% growth. The media constantly discusses the indexes breaking through specific amounts and this chart shows to achieve at least 5% growth each of the indexes will need...... Read More

The Markets Always Seem to Surprise…

21 April, 2017

The markets always seem to surprise. Many thought with the U.S. election that International funds could be adversely affected. However, now through the first 3 months of the year International funds have significantly outperformed both U.S. and Canad... Read More

Asset Class Investments and Benchmarks Return (as of January 31 2017)

16 February, 2017

Asset Class Investments and Benchmarks Return (as of January 31 2017)

Can you believe we’re already over a full month into 2017? The U.S. inaugurated President Trump; who would have thought that the Celebrity Apprentice would become the leader of the U.S.? The question on everyone’s mind is where are we headed for 2017... Read More

A Year of Change

23 January, 2017

2016 Asset Class Investments and Benchmarks Return % (as of December 31, 2016)

A year of change in the market, that’s one way to describe it. Other than the MSCI EAFE Index (representative of international markets performance) all the major indexes returns were up for 2016.... Read More

RRSP versus TFSA Contributions

6 January, 2017

Filed Under: Tax Planning

RRSP versus TFSA Contributions: Let’s get ready to rumble!! the Old Favorite “RRSP” versus the Feisty Newcomer “TFSA”… Articles about TFSA’s vs RRSP’s always end up narrated in the style of a WWE or Monster Truck announcer in my mind!... Read More

Feel Good Year End Tax Credits

5 December, 2016

Whether you warmly embrace the holiday season whilst adorned in your most festive holiday sweater, or attempt to curse it away with a series of Ba-Humbugs, the Holiday Season is coming whether you like it or not. Here are a couple of year-end tax cre... Read More

Is Travel Insurance on your packing list?

4 October, 2016

Stuff happens. We don’t want to plan for these events, but we need to be protected in case they do; particularly when we are away from home. It’s important to be covered in the event of a medical emergency... Read More

Do you know how your Advisor gets paid?

6 September, 2016

Do you know how much your advisor and their firm collected on your behalf last year? Was it 1% of the assets they manage for you? Perhaps it was 5%? Can you tell from looking at a copy of your current statement?... Read More

Market Stats, Class Investments and Benchmark reports for January 2016

8 March, 2016

The month of January provided negative returns in the equity markets as a whole. We’re reminded though to always look on the bright side of life. While some investors and analysts believe and have written that the current stock market downturn could ...... Read More

2016: 10 Predictions to Count On

28 January, 2016

Filed Under: Financial Planning

The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions go awry. But there are ways around that. The...... Read More