Understanding taxes and your investments

December 04, 2023 |Metkel Kebede
Outside of registered accounts, tax efficiency plays a key role in building wealth. Most Canadians take advantage of tax sheltering within a Registered Retirement Savings Plan ( RRSP ) or through the tax-free benefits of a Tax Free Savings Account ( TFSA...
Read more

Why RRSP's

December 04, 2023 |Metkel Kebede
A tried-and-true strategy to save for retirement There are many ways to save for retirement. Some Canadians have access to a retirement savings plan through their workplace. This type of plan allows you to make additional contributions, often with the...
Read more

Investing at all-time highs

December 04, 2023 |Metkel Kebede
Sometimes markets seem to race from one high point to the next. At times like these, investors may face what some refer to as ‘psychological barriers to entry.’ They may question whether it’s the best time to put new money into the market. After all,...
Read more

How to manage currency risk in a portfolio

December 04, 2023 |Metkel Kebede
Currency movements can present an element of uncertainty for Canadian investors holding foreign mutual funds or ETFs in their portfolios. The value of currency used to buy or sell the investments may change, which is called currency risk. What is currency...
Read more

Growth vs. value stocks: what’s the difference ?

December 04, 2023 |Metkel Kebede
Equity portfolio managers are often split into two groups: growth and value. At a high level, these labels refer to the philosophy each follows when selecting investments. While both groups seek to maximize returns, they do so in their own unique way...
Read more

The benefits of rebalancing your asset allocation over time

December 04, 2023 |Metkel Kebede
Asset allocation is one of the most important parts of investing and It refers to the ‘weighting’ of different asset classes within your portfolio. When building a portfolio, you can choose a mix of investments from different asset classes: cash, fixed...
Read more

Sidelined: How to get back into the market and on track to your goals in 2021

December 04, 2023 |Metkel Kebede
The COVID-19 pandemic, a breathtaking market crash, an awe-inspiring recovery, a sputtering global economy, and more political drama than you can fit into a reality TV show: 2020 had it all, and it left many investors unsure what to do. Investors who...
Read more

After the boomer times

December 04, 2023 |Metkel Kebede
Why retirement will be different for the next generation of Canadian retirees If you look back about 40 years, nearly one half of Canadian workers had an employee pension plan. For those set to retire in the next 10-15 years, again, about half are covered...
Read more

TFSA tips for Canadian Investors

December 04, 2023 |Metkel Kebede
Making the most of your investments – after tax As we enter the second year of the COVID - 19 pandemic, it’s more important than ever to make the most of life. You may be finding new ways to stay connected with those closest to you. Or perhaps you’re...
Read more

Going global to diversify

December 04, 2023 |Metkel Kebede
Investing globally can increase the return potential of your portfolio while lowering volatility and enhancing diversification. What is global diversification and why it makes sense Many investors already diversify their portfolios by holding securities...
Read more