Feb 8

3 Easy Questions for your RRSP

Three weeks left to wrap up the 2015 RRSP chapter. Many have barely started their thinking process. A greeting card I bought…

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Jan 25

2016 RRSP tips – Back to basics primer

Understanding the RRSP regime makes it easier to stickhandle your retirement marathon. This workhorse has been delivering on retirements since its…

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Jan 18

Tumbling Loonie strategies

Our Loonie has been falling to under 70 Cents against the US Dollar. Recall it climbed from near 86 cents in…

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Jan 11

Mission 2016: Discover Your “Retirement Number”

I recommend turning over a new money leaf for 2016, the sooner the better. If you have but one mission on…

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Dec 7

Is Your investment Personality Distinctly Comfortable?

One of the significant guidelines that I use in designing investment portfolios is the client's investment personality. Let's understand those personalities,…

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Nov 30

‘Tis the Season of Merry Debts

Some finances get stressed and stretched to the max. Like credit cards creeping past their safe outer limits. The reasons…

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Nov 16

Best to Stop Reacting to Daily Headlines

I empathize fully. Last week the Dow dropped 665 points while the TSX tumbled 478 points. Who knows what's up…

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Nov 9

Cut back on Fancy Money Jargon

November is financial literacy month. Hopefully, a time to cut back on some fancy jargon. Listening to money jargon can be intimidating. Understanding…

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Nov 5

How to ‘Challenge’ the Central Planners Deception!

The past five years have produced many deceptive trading strategies which have ‘suppressed’ the one historical thermometer for revealing the…

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Nov 4

Caution: Stocks Catch Fire, Economies Cool Off

Many investors are confused. Stock prices are out of kilter with economic realities. Investing 2015 has been driven by volumes of daily…

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Nov 2

Crafting Your “Asset Location” Strategy

You're familiar with the real estate catchy phrase "location, location, location". A similar approach applies to the collection of investments you…

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Oct 26

Inheritance Bolsters Retirement

Inheritances and monetary gifts are terrific windfalls. Many boomers and younger generations often receive these financial assets. In Canada, that number is…

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Oct 19

Value or Growth Investing?

Can you recognize value versus growth investing? Most investors have some difficulty. Investors keep hearing about "value" and "growth" investing. I think it's…

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Oct 13

Six Key Matters to Refresh Before 2016

A wise move for families is to refresh a few key matters before 2016 arrives. You want to be "new year"…

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Oct 8

KCM, Financial Lookback – October 7th

A little morsel about this day in financial history. October 7th 1896: The Dow Jones Industrial Average begins continuous daily publication. Its 12…

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Oct 5

Benefits of Deferring CPP and OAS

The changes are about deferring CPP and OAS pension benefits until age 70. Various avenues may need review vis-a-vis the personal…

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Sep 28

Simple Strategies Survive Stormy Markets

Today's most frequent question directed at me is: "What should I do in these markets?" Investors constantly fret about surviving stormy…

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Sep 21

Investing Among Low Returns

Today's 10-year government bond yields are near 1.6% for Canada and 2.2% for the US. Similarly, the 30-year yields hover near…

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Sep 14

Minding Your Money at 3 Critical Checkpoints

Think of managing your wealth as running a marathon, not a sprint. It's a long journey for most people. Today, life expectancy…

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