Tax planning is a year-round activity, however as 2024 comes to an end, there are several key opportunities to take advantage of available credits, deductions, and savings. Here are a few strategies to consider before the new year: Review Accrued Capital Gains With the proposed increase to the capital gains
Recently, I worked with a long-time client to refinance her mortgage, and it reinforced a key piece of advice I’d like to share; when making decisions about your mortgage, always consult an independent mortgage broker. I worked at one of the big six banks for almost 20 years, so I
As I’m writing this piece (September 27), we are less than six weeks away from the U.S. election. It looks to be a historically close election that reflects the deep and persistent structural divisions present in our neighbour to the south. Since I’m not in the polling and forecasting business,
As Labour Day approaches, I would like to express my gratitude for your continued trust and partnership. In the coming weeks, I look forward to connecting with you to review your portfolios, discuss market conditions, and confirm that we are up to date on your specific investment needs. Over the
While bonds are not a part of everybody’s portfolio, for those of us that are retired, or retiring soon, they form an integral part of our portfolios. If you are interested in learning a bit more about bonds as an asset class you can find here an interview with Justin
Whether you’re new to fixed income investing or looking to fine-tune your strategy, this video is an introduction to why fixed income may be something to consider at this time.
Is that a light at the end of the tunnel? Many technical analysts are thinking that the market is starting to position itself for recovery. Analysts from RBC, SIA and BMO among others are suggesting that the market is overbought in the short-term and may have a pull back here.
An interview with Jonathan Lo, VP of Growth Equities with AGF Investments.
A podcast investigating investing with a focus on Environmental, Social, and Governance themes.
Just in time for the UN Climate Change Conference comes an idea on decarbonizing a portion of your investment portfolio. Please find here an interview held with the President and CEO of Evolve ETFs, Raj Lala.
Being an optimist is an important characteristic of any advisor. If you don’t believe things will get better for your clients, what’s the point of giving advice? Luckily for asset owners, it’s been easy to stay positive. Government support for stock and real estate markets has been and continues
Mid-Year Market Update With Dr. James Thorne – June 8, 2021
I know I shouldn’t… but the first thing I do each day is reach for my phone. I put in my password and log on to CNBC.COM to check on market sentiment by looking at the Dow, S&P 500 and Nasdaq futures. What are the major headlines that will dominate
In my blogpost of March 26th this year, The Chairmen, I wrote about the importance of watching the actions of the Federal Reserve of the United States. The United States Federal Reserve System is the central banking system of the USA and it controls money supply in the US economy.
Simon has a conversation with Paul MacDonald, CFA, CIO of Harvest Portfolio Group on Thursday, May 14th 2020. They discuss income strategies, markets and opportunities.
Choosing an investment firm is as important as choosing an advisor. Being in the industry almost 25 years, I can attest to how important this choice is. An advisor’s firm dictates what products and support is available and ultimately what level of service that can be offered to his or
Nineteen Eighty-Four, George Orwell’s ninth, final and most famous book describes a dystopian future run by a supreme leader known as “Big Brother”. The world is in a state of perpetual war and the people impoverished, mal nourished and utterly subjugated. The dangers of propaganda, revisionist history and government surveillance
Simon speaks with Peter Hofstra, Chief Investment Officer and Senior Portfolio Manager with Harbour Advisors. Simon and Peter have a discussion split into two parts. Part 1– they explore topics such as the Coronavirus, what it is and what is needed to combat it, the impacts on markets and
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