Third quarter statements are arriving in mailboxes and many investors are seeing their bottom line has dipped once again. Nobody likes volatility, and it makes some investors nervous. Here are a few tips from an article by Franklin Templeton to…
RESP Update
The Government of Canada has made some recent changes to the Registered Education Savings Plan (RESP) withdrawal and account holder requirements. The RESP is an investment account designed to assist Canadian parents/grandparents in saving for a child’s post-secondary education. The…
Q3 Market Update
After strong back-to-back first and second quarters, the good run investors have had in 2023 temporarily came to end in Q3 as interest rates, inflation and a slowing economy reined in the market recovery. U.S., Canadian, and global equities began…
Thanksgiving is Upon Us
Last year I had such an overwhelming response to my Thanksgiving blog, I thought I would run in again with a few updates. For me, Thanksgiving has always been a time to sit back with family and close friends and…
Four Ways to Preserve Wealth Using Life Insurance
When people think of Life insurance they normally associate it with providing the financial support your family will need if you are no longer around to take care of them. However, life insurance can also help you and/or estate preserve…