How can we learn to be content with our current financial situation?
Janet Kim Sing
As a Portfolio Manager and Certified Financial Planner, I commonly see people who believe all their registered accounts (i.e., LIRA, LRSP, RRSP, RRIF, etc.) will end up going to their children when both spouses die.
Maria Dawes
Matthew 22:21 tells us, “…give to Caesar what is Caesar’s, and to God what is God’s.” And so right out of the gate, I want to say that those who are paying high taxes may not be bad stewards of their material resources.
A very common question I’m asked is, “Should I be utilizing my RRSP or my TFSA for long-term saving?”
I believe that we have been entrusted to take care of the earth and that we have a responsibility to do our best. At the end of the day, regardless of faith or creed, I think most people want to look back and think they've done a good job with managing the wealth they've been blessed with.
Managing an investment portfolio isn’t just about selecting securities that have the best chance of achieving a stated return.
The Canada Pension Plan (CPP) and Old Age Security (OAS) are hot topics for those entering their 60’s. A common question that comes up when we meet with those looking ahead to retirement is: When should I begin taking my CPP and OAS benefits? In this two-part series we will shed light on CPP and OAS separately, as well as provide some guidelines for when you should apply to receive benefits from these programs.
Capstone Asset Management
One of the most common questions I get asked is, “What should I do to prepare for a market correction?”
Discovering one’s investment risk tolerance can be quite challenging for some people.
