Cutting Through the Noise
February 5, 2024
In our latest Coffee Break, Owen Winkelmolen, an independent advice-only financial planner, shares some valuable insights on how to lower your tax bill in retirement.
Read MoreJanuary 17, 2024
A colourful look at the benefits of diversification.
Read MoreNovember 27, 2023
The newly-launched First Home Savings Account has some unique features that can make it beneficial to open an account before the end of the year. We explain.
Read MoreOctober 30, 2023
You can now get a yield of 5% or more on your cash by investing in a GIC or money market fund. But here's why the return on cash is still no substitute for assets better geared to provide your portfolio with long-term growth — namely stocks, and yes, bonds.
Read MoreSeptember 11, 2023
The Canadian Guaranteed Income Supplement (GIS) can provide over $12,000 per year of tax-free retirement income. We walk through how the government program works.
Read MoreJuly 31, 2023
Are you a soon-to-be empty nester? Investor Specialist Jeff Stashuk shares some of the most talked about emotions and offers some financial tips to consider during this major life event.
Read MoreJuly 17, 2023
Investors might be surprised to learn that their portfolios have likely grown during the first half of 2023 despite the negative news dominating headlines. We provide some highlights on how the Founders and Builders Fund have performed, our returns outlook and how we're positioned.
Read MoreMay 8, 2023
In our latest video, we explore the benefits and drawbacks of GICs and bond funds to help you determine which might be a better fit for your investment goals and horizon.
Read MoreApril 13, 2023
Estate planning experts Lucy Main and Julia Chung discuss probate tips, passing your wealth to the next generation, and a primer on trusts.
Read MoreMarch 27, 2023
Bond prices fall when interest rates rise, and vice versa. In this quick two-minute video, we explain why.
Read MoreMarch 23, 2023
Economists can have great insights, but be careful to not get too caught up in their short-term market forecasts. They're not worth the paper they're written on — no matter who writes them.
Read MoreMarch 15, 2023
The best questions to ask a financial advisor, using the FIRE criteria: Fees, Incentives, Returns, Experience.
Read MoreMarch 13, 2023
We find ourselves in another banking crisis. The word ‘crisis’ may seem like an overstatement at this stage, but when it comes to banking, confidence and trust are crucial. Right now, there’s a crisis of confidence.
Read MoreFebruary 13, 2023
Lisa breaks down the three fundamental types of investments — stocks, bonds, and cash.
Read MoreJanuary 26, 2023
Associate Investor Specialist Lisa Guo shares some tips to help you stay on track with your financial goals.
Read MoreJanuary 16, 2023
A colourful look at the benefits of diversification.
Read MoreDecember 22, 2022
What the story of 23 camels brought to the Cariboo in the 1860's can teach us about culling an investment.
Read MoreDecember 15, 2022
Some timely personal finance tips from four of Canada's leading financial planners.
Read MoreOctober 26, 2022
Is it time to back up the truck on stocks? I’d say no. But it’s a decent sale, nonetheless.
Read MoreSeptember 13, 2022
The case for selling low, buying low.
Read MoreAugust 15, 2022
Salman Ahmed walks through 3 reasons why bonds still warrant a place in investors' portfolios.
Read MoreJune 29, 2022
Our Volatility Meter is a useful gauge for investors to get a sense of how stocks and bonds (and various combinations thereof) have performed in previous years. We walk you through it.
Read MoreMarch 29, 2022
Interest rates are on the rise and bond investors are feeling the impact firsthand. But bonds still serve a purpose in many portfolios and higher rates don’t mean you should head for the gates.
Read MoreMarch 14, 2022
In the second webinar in our two-part series on retirement, we spoke with two leading financial planners about some of the common questions they face and some costly mistakes that can be avoided. Here's a recording of the event.
Read MoreFebruary 24, 2022
Russian President Putin's aggression towards Ukraine has escalated to armed conflict and investors are understandably nervous. Looking back at how stocks have reacted to previous conflicts may provide some ease.
Read More