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Insurance & Investments

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Staying invested in the market

Investments, Personal Finance

A common piece of advice for investors is that long term success doesn’t hinge on timing the market. It’s time in the market that may make the bigger difference.

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Life & Money Matters: Safeguarding against elder financial abuse

Investments, Personal Finance

 

Did you know that financial abuse is the most common form of elder abuse in Canada?1 In this segment of Life & Money Matters video, Peter shares some of the signs of elder financial abuse and how to safeguard against it.

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The financial stress of supporting adult children

Helpful Tips, Insurance

As Millenials graduate and seek employment, many parents still feel the burden of financially providing for their children. Studies found that more than four in ten Canadians say their top source of stress is money1. Specifically, nearly half of Canadian parents admit that supporting their adult children is causing them emotional and financial stress2.

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Probate or Capital Gains: a peril of joint ownership

Helpful Tips, Insurance

 

People can go to great lengths to avoid probate costs, sometimes making them turn a blind eye to much bigger costs that can be created by passing assets outside of the estate. Let's take a look at a recent case concerning an elderly gentleman and his son. 

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Retirement plan and advisor...the "one-two punch"

Investments, Personal Finance

How secure do you feel about life after work? Even if work will continue to form part of the next phase in your life, how comfortable are you with your plans and savings for all those tomorrows? Will your plans work, even under adverse conditions? 

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Don't miss out on these 5 tax credits

Helpful Tips, Insurance

It’s tax time again. You may be in the habit of completing your own tax return or having a professional do it for you. Either way, make sure you have the details and supporting documentation to get the most out of these five tax credits.

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Ashley Misquitta discusses U.S. market on BNN Market Call

Investment Views, Investments

Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN's Market Call* segment to share his views on the U.S. market and which stocks he's got his eye on.  Watch the interview to find out what Ashley had to say. 

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Diversification: risk and opportunity

Investments, Personal Finance

I’m sure many of you have heard the following statements. Perhaps you have made them yourselves.

“I don’t like taking risks with my money.”

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Returning from vacation

Investment Views, Investments

It’s the time of the year when many Canadians have escaped the great white north’s winter misery and travelled to some far-off tropical destination for some needed rest and relaxation. It’s an escape not only from the harsh Canadian winter but also the real world of work and responsibilities. How we wish that state of paradise could last forever. Perhaps that’s why a return to reality is so difficult to deal with. 

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Managing Health and Death Risk in Retirement

Helpful Tips, Insurance

When saving for retirement, you may get sick or have an accident, suffer a critical illness, require long term care or pass away. These factors should be considered when looking at savings and spending during retirement. Contingency planning plays a key role in comprehensive retirement income planning.

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