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A look at inflation over the past 60 years
Inflation rates recently reached levels not seen in 40 years. In this video, we compile data going back to 1960 from some of the largest economies and put it into an easy-to-understand visual. The...
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She moves in mysterious ways
by Scott Ronalds When Bono and his mates in U2 sat down to write Mysterious Ways back in the early 90’s, it didn’t come without controversy. Apparently, the band’s frontman and producer argued...
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Remembering Tony Hamblin
by Tom Bradley In a speech at the Investment Hall of Fame dinner last year, I referenced my good fortune to be mentored by so many skilled, experienced and giving people. One such person was Tony...
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What you can expect from the Canada Pension Plan (CPP), and why it won't run...
by Scott Ronalds The Canada Pension Plan (CPP) is our nation’s collective retirement plan. All working Canadians contribute to it (with a few exceptions), yet many know little about it. And a fair...
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Glorianne Stromberg: On the client side of the table
by Tom Bradley Canadian investors recently lost a great advocate. Glorianne Stromberg passed away in Toronto on October 15th. Glorianne was a corporate and securities lawyer who penned two seminal...
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November 23 Webinar: How to protect yourself, and your finances, from frauds...
by Scott Ronalds We all know someone who’s been scammed. They may have provided a piece of financial information to a convincing impostor, or clicked a seemingly harmless link and had their computer...
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How to protect yourself, and your finances, from frauds and scams
We’ve all had the email from a prince in a faraway land asking for help in transferring his money to Canada, for which he’ll reward us handsomely. It was easy to pick off as a scam. But fraudsters...
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5 big stories in 2023 that impacted the world and investment portfolios
by Scott Ronalds There are four days left in 2023 and the scramble is on. You need to figure out New Year’s Eve plans, work off that extra helping of turkey, and get Mariah Carey’s Christmas lyrics...
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Important TFSA & RRSP Numbers for 2024
by Scott Ronalds As we step into a new year, it’s timely to highlight a few important financial numbers for 2024. First, the TFSA limit. The maximum annual contribution for Tax-Free Savings Accounts...
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What is an Advice-Only Planner? A conversation with Julia Chung
In our latest Coffee Break, we're joined by Julia Chung, an advice-only financial planner and President of Financial Planning Association of Canada (FPAC), to discuss the evolving landscape of...
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What does the Bank of Canada do?
The Bank of Canada does more than just monitor inflation to make interest rate decisions. It helps oversee the financial system, manages the Government of Canada’s foreign exchange reserves,...
View ArticleArtificial intelligence stocks: An expert's perspective
by Salman Ahmed OpenAI's ChatGPT has made artificial intelligence, or AI, mainstream. AI has long been used by companies such as Amazon and Netflix to make personalized suggestions. Now it's being...
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Let's talk about the Costco hot dog. And why investment firms should take note
by Scott Ronalds Some people love shopping at Costco, others hate it. I fall more into the latter camp. Crowds, lineups, and parking battles aren’t my thing. But two things keep bringing me back: the...
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The ins and outs of cross-border financial planning
If you're a Canadian living in the U.S. or an American working in Canada, you're bound to run into some financial and tax planning complexities. While the topic can seem daunting, it's important to...
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10 tax tips to optimize your return
In our latest Coffee Break, we tackle Canadian taxes with host David Toyne and CPA Joe Collins from Avalon Accounting. With the tax filing deadline fast approaching, Joe shares his top 10 tips to...
View ArticleInflation survival tips: Managing rising costs in Canada
While inflation is easing, it continues to be higher than many Canadians are accustomed to and impacts us all. In our latest Coffee Break, we dive into the rising cost of living, and its impact on...
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Demystifying mortgage life insurance and property title insurance
We spoke with Vancouver mortgage specialist Ray Macklem last month about the ins and outs of mortgages in Canada. In part two of our chat with Ray, we ask him about mortgage life insurance and...
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Fee reporting: Dragged down by the industry neanderthals
by Tom Bradley When you call us to make a transaction in your account(s), we have to take a minute (hopefully less) to inform you of the Management Expense Ratio (MER) of the fund(s) you’re buying....
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How to choose a good financial advisor
In Part II of our discussion with personal finance expert Preet Banerjee, we dig into the question of how to choose a good financial advisor. Preet identifies the main challenges of finding the right...
View ArticleExecutors: Everything you need to know
In our latest Coffee Break, we explore the crucial roles and responsibilities of an executor with estate lawyer Margaret O’Sullivan, Managing Partner at O’Sullivan Estate Lawyers. Recognized as one of...
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