Mutual Funds

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Market Volatility, Investments and Taxes

Why do I have a tax bill for my investment even when the value has dropped? During times of volatility, it’s natural for investors to worry that their investments will
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5 Reasons to Contribute to a TFSA

The Tax-Free Savings Account (TFSA) was introduced in 2009 to give Canadians access to a registered account that can help them save for the future. Let’s consider five good reasons
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RESP a No-Brainer when it Comes to Education Savings

Another school year is over, and we all know what that means…. your kids have inched another year closer to graduation and in many cases, heading off to another “school”
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Pssstt! 3 hidden RRSP benefits!

Make your dreams come true with these 3 simple and brilliant financial tips! Staying the course by saving systematically and conscientiously throughout the year is an excellent habit to adopt.
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3 Investment Options in an Uncertain Market

Are you wondering if you should rethink the way you invest and if it’s the right time to do so? Here are 3 options to consider in the current climate.
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The advantages of investing in an RRSP and a TFSA

It’s normal to have questions about the best savings vehicles for you. To determine which one is best for you, it is important to ask yourself one question: “What am
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Registered Retirement Savings Plan (RRSP): Why Invest?

What is an RRSP? The RRSP, or registered retirement savings plan, is a savings tool that lets you save money over your lifetime by lowering your tax bill. There are
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Retirement Planning: Government Plans

What are the pension plans available in Canada? There are two government plans: the Québec Pension Plan or the Canada Pension Plan and the Old Age Security (OAS) program. 1.
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When should you start saving for retirement?

Whether you’re new to the job market or have been working for years, it’s important to start saving as early as possible with small amounts while respecting your budget and
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The RESP: Demystifying False Beliefs

You want to open an RESP to help pay for your child’s postsecondary education but don’t know where to start? Let us demystify RESPs by clearing up certain misconceptions people
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RESP Government Grants: An Incentive to Save

A Financial Boost To encourage education savings, the Government of Canada and some provincial governments provide annual grants to supplement your contributions to your child’s RESP. Combined with regular contributions,
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Invest or save?

Did you know that a household that has used an advisor’s services for more than 15 years generally has 173% more assets than a household that has not worked with
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