Legal Professionals Articles

DIY Pension Plan: A Good Idea? (The Agenda with Steve Paikin)

For more than 60 years, Canadians have used RRSPs to save for retirement. Other savings vehicles, such as the tax-free…

5 years ago

Diversification in Investing Wins

Do you know the importance of diversification in investing? Click to read how diversification can lower your risk while increasing…

5 years ago

10 Tips for Paying Off Credit Card Debt

Ready to pay off your credit card debt? Here are some practical ways you can quickly tackle your credit card…

5 years ago

Pulling Back the Curtains on How Business Owners Can Effectively Work with an Accountant

As a financial planner and business owner I know firsthand how important it is to have strong financial professionals on…

5 years ago

Emotional Investing Risks and How to Avoid Them

Are you aware of emotional investing risks? Many investors let their emotions guide their investment decisions, which may lead them…

5 years ago

So many reasons why not to invest. Let’s look at why you should invest.

Do you know why not to invest? Do you want to have a conversation about your portfolio? Want advice or…

5 years ago

Clarifying ‘book value’. How to decode your investment returns

There is a lot of confusion around book value and net-invested amount. Here is a helpful video that explains how…

5 years ago

Powerful Tax Benefits associated with setting up your very own Individual Pension Plan

Statistics say the average millionaire saves at least 20% of what they earn. Are you on track to create REAL…

5 years ago

How humble beginnings shaped leading advisor

From the depths of grief and very humble beginnings, Jackie Porter, a senior financial advisor at Carte Wealth Management, shares…

5 years ago

City dwellers could be tempted to treat their house as a retirement plan. But what happens if they don’t want to move when they’re old?

A survey of young professionals by the Toronto Region Board of Trade in 2017 showed 83 per cent surveyed believed…

5 years ago