Financial Library

Generating Investment Returns

Posted on November 7, 2022

During our ongoing weekly discussions with clients, we occasionally get questions from individuals about their approach to investing – particularly in terms of fees and value.

The questions are usually focused on the cost of accessing investment advice, or the cost of buying specific investment vehicles such as mutual funds, ETFs etc. With the rise of fintech, trading platforms for smartphones and so on, we also hear questions about the technology related to buying, selling, and monitoring investments.

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investment planning

Get Smart Savings Tips

Posted on November 7, 2022

Balance in life is essential for well-being. Since finances are a number one stressor for most Canadians1, how you manage your money plays a key role in finding and maintaining that balance.

We've curated some savings tips to help ensure you can enjoy your life now while also saving for your future.

Tags: 
financial planning

Estate Plans and Your Children

Posted on November 7, 2022

After spending a lifetime managing your money to ensure that you actually have something to leave to your heirs, there are some questions that might naturally spring to mind. How much should you leave them? Should you make arrangements to give it to them while you're still alive? More importantly, will giving them a large sum of money actually help them or set them up for failure? These are just three of the most important things you should consider before setting up your estate distribution plan.

Tags: 
estate planning
inheritance
money management

Reading the Economic Tea Leaves

Posted on September 12, 2022

An important retirement planning skill is having the ability to "sniff out" the future direction of various factors, such as inflation and interest rates for their potential impact on future household spending and savings efforts. "Reading the tea leaves" is a folk lore expression related to the practice of attempting to divine the future from the display of loose tea leaves at the bottom of a cup.

Tags: 
retirement planning

Financial Self-Care

Posted on September 12, 2022

Self-care is a popular buzzword, and it's an important one. It refers to the deliberate choice of thoughts and actions that are good for your mental and physical wellbeing. Financial self-care means practicing this with money matters to reduce your stress and increase your optimism. It's about making concrete plans, setting goals, and consistently practicing a mindset of possibility - that moves you into place of calm empowerment where you can achieve financial well-being.

Tags: 
financial planning

Advice to a Future Widow

Posted on September 12, 2022

Most wives outlive their husbands. Women live longer than men the same age and tend to marry men who are older than they are. So, if you're a wife, it is more likely you will become a widow than your husband becoming a widower.

Knowing this, how can you prepare for it?

First of all, when widowhood strikes, don't do anything drastic. Do not sell the house or car. Don't decide to move to another town. You have just suffered a very traumatic experience and your system needs time to adjust to it. Take your time.

Tags: 
estate planning

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