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Ashley Misquitta discusses U.S. market on BNN Bloomberg's "The Close"

Investment Views, Investments

Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN Bloomberg's "The Close" segment to share his views on the U.S. market.  Watch the interview to find out what Ashley had to say.

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Tax Free Savings Account (TFSA) and successor holder

Investments, Personal Finance

My last article shared the story of a divorced gentleman, Gaeten, who named his common law partner Mirielle, joint beneficiary of his Tax-Free Savings Account (TFSA) along with his daughter, Marie. I covered off the problem Mirielle would have trying to maintain the tax sheltered status of her share of Gaeten’s account which would pass to her on Gaeten’s death. What if Gaeten named her as a successor holder (subrogated policyholder in Quebec)?

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TFSA and spouse as joint beneficiary

Investments, Personal Finance

Gaeten and Mirielle are a middle aged couple who met through friends. They have been together for almost five years. Gaeten is divorced with one adult child. Mirielle, a widow, has two children of her own. The couple do want to take care of each other should either one predecease the other. They both wish to have at least some of their own investments pass on to their respective children.

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Get a grip on your finances with these financial tools and calculators

Investments, Personal Finance

I’ve written a number of articles on cash flow management: the issues with it, the domino effects of debt and savings, and ideas on how you can get a better grip on your finances. I’ve created a list of resources you can use to work through your own particular circumstances or offer to your clients as an aid to working through their financial cash flow management situations.

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Market timing and missing the worst performance months

Investments, Personal Finance

In my last article, I wrote about the benefits of a buy and hold strategy where an investor stayed in the market through the ups and downs of a particular investment. 

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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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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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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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