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The perfect supply chain storm
by Scott Ronalds Looking to upgrade that weary La-Z-Boy? You’ll be lucky if you can get a new one by Christmas. A spike in demand coupled with ruptured supply chains has resulted in massive delays and...
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Canadian housing observations
by Salman Ahmed The events of the last 18 months have provided great fodder for Canada’s national pastime: discussing the housing market. Every Canadian has an opinion. We either think housing prices...
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A look under the hood of the Canada Pension Plan
by Scott Ronalds I was talking to a client the other day who had some questions about the Canada Pension Plan. As our discussion progressed and I took her under the hood of the plan, I sensed an air...
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A busy week for restructuring proves that bigger isn’t always better
by Scott Ronalds General Electric is breaking up. One of the most renowned companies in American history announced last week that it’s splitting into three businesses: aviation, healthcare, and...
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The 2021 Bank Profit Indicator: Blasting to a new high
by Tom Bradley It’s that time of year again when we update the ‘Bank Profit Indicator’. In the 2021 fiscal year, Canada’s top 6 banks (BMO, CIBC, National, RBC, Scotia, and TD) generated net profit of...
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Important TFSA & RRSP Numbers for 2022
by Scott Ronalds With the turn of the calendar, we thought it would be timely to update you on a few important numbers for 2022. First off, the TFSA limit. The maximum contribution for Tax-free...
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Observations on the M&A front
by Scott Ronalds Elon is buying Twitter for $44 billion. The deal, which isn’t a sure thing yet, would represent one of the largest leveraged buyouts ever. Questions abound. Why does Musk want another...
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A great company doesn't always make a great investment
by Scott Ronalds There’s an axiom in our industry that’s especially relevant today: a great company doesn’t always make a great investment. This may seem illogical. If a company makes an outstanding...
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Elon Musk is Wrong (Video)
In one of his recent Twitter posts, Elon Musk claimed that “ESG is a scam”. His post reflects a poor understanding of what ESG is. He’s not alone — many investors find the world of responsible...
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Who are Canada's most trusted financial brands?
by Scott Ronalds The Globe and Mail’s personal finance columnist Rob Carrick posed a question to his readers this week: Who are Canada’s most trusted financial brands? The query comes at an...
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Robo-advisors: Where are they now in 2022? (Video)
Robo-advisors were media darlings a few years ago, and for good reason. They threatened to shake up the investment industry with an automated service that was supposed to make advice more accessible....
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A proposal shaking up the industry
by Salman Ahmed This has been a busy news year: war, inflation, and politics have dominated. Lost in those headlines is a major regulatory proposal that has been making waves in the investment...
View ArticleVideo: Covering your assets — Estate planning tips and insights
by Scott Ronalds Last week we hosted a webinar on estate planning with subject experts Julia Chung (CEO and Senior Financial Planner at Spring Planning) and Lucy Main (Partner and Co-Chair of the...
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The big stories of 2022
by Scott Ronalds It’s the last week of December, which means year-end lists and market predictions are hitting your inbox. We’re not one to make short-term calls — as a recent piece in the New York...
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Important TFSA & RRSP Numbers for 2023
by Scott Ronalds As we step into a new year, it’s timely to highlight a few important financial numbers for 2023. First, the TFSA limit. The maximum annual contribution for Tax-Free Savings Accounts...
View ArticleVideo: Tax Planning Tips With the A-Team
by Scott Ronalds Last week we hosted a webinar on tax planning with subject experts Tim Cestnick (a best-selling author and financial columnist at the Globe and Mail) and Cynthia Kett (a financial...
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The ultimate composable brand
by Tom Bradley While attending the Collision conference last June, I heard Sairah Ashman speak. She is the Global CEO of Wolff Olins, a New York-based consulting firm. She caught my attention with a...
View ArticleTax tips for the home stretch — and the long run
by Scott Ronalds Even though nearly 40,000 Canada Revenue Agency (CRA) employees are on strike, your tax return still needs to be filed by Monday, May 1 (unless you or your spouse or common-law partner...
View ArticleFHSA explained: New account type for Canadian first-time home buyers
Are you a prospective first-time home buyer looking for a better way to save and invest for your first home? The First Home Savings Account (FHSA) is for you. In the below video, Lisa (one of our...
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Secret costs: What commission-free trading platforms don't want you to know
When it comes to online stock trading, the phrase "zero commission" has become a buzzword in recent years. But what does it really mean? We delve into the concept, explore how it works, and bring to...
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