Category Archives: 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 > Read More

Diversification in Investing Wins

Do you know the importance of diversification in investing? Click to read how diversification can > Read More

10 Tips for Paying Off Credit Card Debt

Ready to pay off your credit card debt? Here are some practical ways you can > Read More

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 > Read More

Emotional Investing Risks and How to Avoid Them

Are you aware of emotional investing risks? Many investors let their emotions guide their investment > Read More

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 > Read More

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 > Read More

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 > Read More

How humble beginnings shaped leading advisor

From the depths of grief and very humble beginnings, Jackie Porter, a senior financial advisor > Read More

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 > Read More