19 April, 2024 Tax Planning

The 5 Biggest Financial Mistakes Made By Gen Xers & Millenials

Each generation faces unique challenges and opportunities in the ever-evolving world of personal finance. For Generation X and Millennials, navigating the complexities of financial management amidst economic shifts, technological advancements, and ch...

28 February, 2024 Tax Planning

Lessons from Warren Buffett’s Shareholders Letter to Make You A Better Investor

Warren Buffett, the legendary investor and Chairman of Berkshire Hathaway, has once again provided invaluable insights for investors in his latest shareholders letter. Buffett's wisdom transcends mere financial advice; it's a masterclass in long-term...

20 January, 2024 Tax Planning

2023 Market Review: The Year That Defied Analyst Predictions

It was a year that defied expectations by many accounts. A number of forecasts predicted that the US economy would enter a recession in 2023 as the Federal Reserve raised interest rates to fight high inflation. But the economy remained resilient, inflation...

11 December, 2023 Tax Planning

Charlie Munger’s Enduring Wisdom

Charlie Munger, Warren Buffett’s business partner, passed away at 99. His wisdom and principles have significantly shaped my approach to business, investing and life. I was lucky enough to listen to him and Warren live at the 2019 Berkshire Hathaway annual...

24 August, 2023 Tax Planning

Understanding Your Equity Compensation & How to Plan For It

Equity compensation, often referred to as stock-based compensation, involves offering employees a share in the ownership of the company. This can take various forms, including: Stock Options: Stock options give employees the right to purchase company...

02 August, 2023 Tax Planning

What Does A Financial Planner Do For You?

The role of a financial planner is often misunderstood. Many believe that their responsibilities revolve solely around managing investments. A lot of people think that a financial planner only manages investments. While it's an important part of the job...

20 July, 2023 Tax Planning

AI & The Risks of Investing in the Newest Trends

AI has emerged as the latest trend with the potential to transform our lives. It has also captured the attention of investors hoping to capitalize on the next big thing. Will that work out for them? It could. Or maybe not. New industries are inherently...

17 July, 2023 Tax Planning

4 Common Investment Misconceptions

1. You Should Always Buy the Dip Buying the dip is buying more of an asset during declines. The theory goes that the asset will eventually recover to previous price levels. The problem is that sometimes individual stocks go into draw downs and never recover...

26 June, 2023 Tax Planning

Why You Think Twice About Getting Your Financial Advice From Social Media

The rise of the internet and social media has made information more accessible than ever before. While this has its advantages, it has also created a concerning trend. With just a social media account and some savvy, anyone can share information and gain...

02 May, 2023 Tax Planning

Demystifying Group RRSP & DCPP Investments: A Guide to Choosing the Right Investment for You

Have you ever looked at a list similar to this for your Group RRSP or DCPP and found yourself confused and wondering what the best option is? Here’s a quick explanation of these options and how to make the best decision for yourself. First, I’d look for...

Next