Tracey Marshall

Tracey Marshall

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A New Year… A New Decade…

Looking Back at 2019 – And Ahead to 2020 It’s a new year and a new decade. In this update, I would like to provide you with a brief overview of some key investment market developments over the past quarter…

Tracey Marshall January 24, 2020 Uncategorized Read more

U.S. – IRAN CONFLICT

The U.S. – Iran conflict … What it Means to Investors Since the U.S. killing of Qassim Suleimani and the Iranian retaliatory missile strike against U.S. military facilities, the situation between the two countries seems to have de-escalated.  Although experts…

Tracey Marshall January 17, 2020 Uncategorized Read more

DEBT SURVEY

Canadians’ Top Financial Goals for 2020 For the 10th straight year in a row paying down debt is the number one priority Canadians have for the new year, according to a recent report from CIBC. Paying down debt was the…

Tracey Marshall January 10, 2020 Uncategorized Read more

PREDICTIONS FOR 2020

2020 Predictions It’s a new year and a new decade.  Here are some of the trends, technologies, travels and treatments that could emerge as opportunities for investors over the next 10 years. The Information Superhighway.  Even though the Fifth generation…

Tracey Marshall January 3, 2020 Uncategorized Read more

NEW YEARS RESOLUTIONS

Make S.M.A.R.T. Resolutions People who define their New Year’s resolutions are 10 times more likely to achieve their goals than people who don’t specify exactly what they want to accomplish. Losing weight, self-improvement, and getting one’s finances in order are…

Tracey Marshall December 27, 2019 Uncategorized Read more

Converting your RRSP to a RRIF this year?

If you are converting your RRSP into an RRIF this year, here are five things to consider; Making one last RRSP contribution If you are 71 years old and still have RRSP contribution room, consider making one last RRSP contribution…

Tracey Marshall December 11, 2019 Uncategorized Read more

You’ve been asked to be an Executor; Now what?

It’s not the kind of question that comes up every day; so before you accept automatically you should know what will be expected of you.   Although you may be flattered by the request, your willingness to be someone’s executor should…

Tracey Marshall November 5, 2019 Uncategorized Read more

The Election is Over – Now What?

Described as one of the closest races in Canadian history the Liberals managed to maintain power albeit with a minority government.   With the election now behind us, there are several issues and polices that will be the focus of debate…

Tracey Marshall October 25, 2019 Uncategorized Read more

Q3 Economic Update

I hope you had a great summer and have the opportunity to enjoy some pleasant fall weather as we head into the final few months of the year. I am writing to bring you up to date on some key…

Tracey Marshall October 18, 2019 Uncategorized Read more

Thankful to Retire in CANADA

Happy Thanksgiving!  As you enjoy the time off and celebrate this long-weekend be grateful we are able to live, work and retire in one the greatest countries in the world.  Here are 10 reasons why Canada is a great place…

Tracey Marshall October 11, 2019 Uncategorized Read more
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