Who Should You Name as the Successor or Beneficiary of Your TFSA?
I recently had a meeting with a senior client who wants to ensure that all her financial affairs are in place so her money can pass on to her family tax efficiently. One of the things we reviewed was...
Recently, I watched a clip from Don Connelly where he compared investors doing market timing is no different from drivers changing lanes at traffic. For long-term investors, when you are reviewing...
After a promising start in the first quarter, capital markets became increasingly volatile in the second quarter, as Europe’s debt crisis escalated once again and weaker global economic activity...
As businesses become more and more globalized, diversifying your equity holdings only based on geographic differences might not be enough. With so much volatility in the equity market these days,...
[caption id="" align="alignleft" width="300" caption="Image linked from theglobeandmail.com"][/caption] Global equity markets had a promising start to 2012, as the uncertainty of last year was...
What will you prepare for your loved ones in this Christmas?
Christmas is coming! Have you started your Christmas shopping yet? Rather than only buying the ordinary gifts, here are a few ideas you could consider for your loved ones: For your family:...
