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Planning Your Estate Properly

Planning Your Estate Properly

Every human has their time, and with that realization comes an attached reality – you need to plan out your will. Many Canadians are simply unprepared for this eventual, irreversible scenario. An Angus Reid Institute poll from 2018 showed that 51% of Canadians haven’t bothered to create a will, while 35% haven’t maintained or updated their existing one. This should…

RRSP vs. TFSA – Which To Choose In 2021

RRSP vs. TFSA – Which To Choose In 2021

The big question on many people’s minds going into 2021 will be whether to focus investing in an RRSP, or a TFSA account. Recent events have made the waters even murkier, with unforeseeable financial paths emerging as the world economy starts back up again. And start up, they have. While strategic lockdowns with specific criteria are popping up, most of…

How To Choose The Right Personal Financial Advisor In Canada

How To Choose The Right Personal Financial Advisor In Canada

Choosing the right personal financial advisor isn’t easy, especially within Canada where the industry is not particularly regulated province-to-province.  Financial advisors vary both in training, experience and qualifications, while others may be registered with a regular to provide investment advice. It’s important to understand what a Financial Advisor actually does, before going about choosing one. Typically, Advisors help people manage…

Financial Advisor vs. Adviser

Financial Advisor vs. Adviser

Many folks tend to miss a key difference between a financial advisor, and a financial “adviser,” spelt with an “e.”  Others may note the visual difference, but mistakenly believe that they mean the same thing, just with different spelling.  In truth, there’s a lot of separation between an advisor and an adviser, and it pays to know how, before you…

Top 5 Steps In Running Your Medical Practice For Financial Success During The COVID-19 Pandemic

Top 5 Steps In Running Your Medical Practice For Financial Success During The COVID-19 Pandemic

COVID-19 continues to represent a worldwide threat, despite the number of cases and deaths beginning to drop. With an economic restart now in full swing in many parts of the world, the question on everyone’s mind will undoubtedly be whether the virus makes a resurgence going into the fall. Needless to say, Coronavirus is still on everyone’s mind, and that…

Tips For Growing Your Wealth During the COVID-19 Economic Restart

Tips For Growing Your Wealth During the COVID-19 Economic Restart

With COVID-19 lockdowns coming to an end in America, the rest of the world is soon to follow, and that includes Canada. Ontario will remain in lockdown longer than other provinces, but all indicators point to a re-opening of business and a restart of the economy, with some social distancing practices still in effect. This is good news, especially at…

Getting Your Investments Into Shape In A Post-Coronavirus World

Getting Your Investments Into Shape In A Post-Coronavirus World

The Coronavirus pandemic has wreaked havoc on global markets in a way that no other phenomenon has in human history. From the very beginning, stocks crashed and soared on nearly a daily basis as the market tried to find its bottom. As the pandemic took root in North America, a mixture of government-mandated lockdowns and the closing of non-essential businesses…

5 Tips For Handling Your Wealth After Coronavirus Ends

5 Tips For Handling Your Wealth After Coronavirus Ends

At some point in the near future, the Coronavirus pandemic will officially be declared over. We are already seeing massive drops in the number of new worldwide cases and deaths. While the threat of a possible second wave remains imminent, the arrival of a vaccine before the end of the year should be enough to prepare us for a brighter,…