Market data

How to Succeed at Retirement

Thursday, November 17, 2016

The word retirement can mean different things to different people, and can evoke wildly differing emotions. To some, retirement translates to excitement. For years, you have been working those long hours and diligently setting money aside, and now you can finally enjoy it. Your dream of leisurely enjoying your morning coffee and taking that extended vacation can finally become your reality. You’ve earned it!
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Less Time Shopping, More Time Planning

Monday, October 17, 2016

We haven’t hit Halloween yet, but I have already seen Christmas decorations at Costco. When it comes to Christmas shopping, there are those of you who start early and all but avoid the malls in December and those of us who like to get things done closer to the big day. Regardless of what type of shopper you are, having a budget ahead of time will lead to a much more enjoyable shopping experience and a much less stressful bank statement in January...
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Beneficiary Designations – benefits and considerations

Wednesday, September 21, 2016

Individuals have the option to designate beneficiaries directly on assets such as registered plans, investment and insurance products and annuities. Electing this option results in the proceeds of an asset to by-pass the estate and flow directly into the hands of a beneficiary (or beneficiaries). Naming beneficiaries is an important estate planning tool and some of the key benefits are provided below...
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The Brexit Irony

Wednesday, August 24, 2016

There was no shortage of news and opinions about the Brexit vote this past June. And while it made for good political theatre, I couldn’t help but wonder what the people on the ground really felt about it. As luck would have it, the vote happened on June 23rd, and my family and I landed in London on June 27th...
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Is Your Daughter or Son off to University/College this Fall?

Monday, July 18, 2016

September will soon be upon us and with ‘back to school’, your daughter or son may be entering their first year of university/college. Often, this transition is full of angst for both young adults and parents alike particularly if the student will attend an out-of-town university. The move includes living in a dorm, making new friends, adjusting to their new studies and most importantly— it may be their first experience of living away from home.
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Canada Child Benefit – How will it affect my family?

Tuesday, June 14, 2016

There were many changes in this year’s Federal Budget and Canadians families should pay attention specifically to the new Canada Child Benefit (CCB). Starting July 2016, this will replace both the former Universal Child Care Benefit (UCCB) and the Canada Child Tax Benefit (CCTB).
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Current Life Expectancy Numbers

Wednesday, May 25, 2016

In Canada, as in many countries around the world, our life expectancy continues to increase. In B.C., these rates are the highest of all the province— just slightly higher than the Canadian average. Today, life expectancy at birth in B.C. is....
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Protecting Your Greatest Asset

Tuesday, April 19, 2016

Most of us want to protect the things that we have worked so hard to acquire. We make sure that we have home insurance to protect our homes and car insurance to protect our cars. Every time we purchase an electronic item, we are asked if we want to buy insurance on it, or extend the warranty, in case it breaks. We may also research and secure life insurance to ensure that our loved ones will be financially secure in the unfortunate case of our passing.
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Why Pessimism Is So Attractive

Tuesday, March 15, 2016

Markets have gone through some ups and downs in the last decade, and this has caused many investors to be worried and pessimistic about the future. Throughout history, people have been apprehensive about times yet to come. Ancient Greek philosophers opined on the recklessness of youth and the disregard for the wisdom of elders, heralding the downfall of mankind; yet here we are, at the pinnacle of societal and technological evolution...
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Making that RRSP contribution before the deadline

Tuesday, February 16, 2016

So, you haven’t fully ‘topped-up’ your RRSP? There’s still time to make a contribution and have it count towards reducing your taxable income earned in 2015, if you do so before February 29th. Here are some things to consider before the deadline...
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