Most investors used to believe that the best way to do good in the world was to do well and then give philanthropically to charities and causes that were near…
By Paul Bourbonniere From changes in taxation that make holding investments in a company less attractive to COVID-19’s effect on sales and profitability, to the threat of inflation, it hasn’t…
By Derek Polson Picture this. Thanks to a lifetime of savings and smart planning, you’re now well into retirement and living comfortably. In fact, you’ve saved so much and planned…
By Michael Derby Investing, like life, exposes us all to a wide range of risks, big and small. Any or all of these can affect investment returns, making it harder…
By Paul Bourbonniere According to a recent report by the World Economic Forum, someone who was born in 2007 can expect to live to 103. That’s substantially more than the…
By Derek Polson While my days are usually spent creating financial plans, reviewing mutual funds and planning investment strategies for my clients, one question I get often from them has…
By Michael Derby Whether it’s at the grocery store, a special event or a solicitation over the phone or in the mail, according to the most recent Canada Revenue Agency…
By Paul Bourbonniere One area where retirees or people planning for retirement often pay too little attention is tax strategy and planning. The fact is, you can’t control the markets…
