The “wealth alpha” potential of IPPs

Jun 06, 2019 |Travis Stringer

As a successful business owner, should you save for retirement using an RRSP (Registered Retirement Savings Plan) or an IPP (Individual Pension Plan)? A comparison of retirement saving approaches for business owners.

Read more

Investing in Real Estate

May 28, 2019 |Travis Stringer

Many Canadians own real property in addition to their principal residence. These investment properties may include residential rental buildings, local retail plazas or small office buildings.

Read more
People working modern jobs

Bridging the Gap: What Canadians Told Us About the Skills Revolution

May 10, 2019 |Travis Stringer

The skills revolution is affecting people in every corner of Canada — so we set out to talk to them.

Read more

What to do with your tax refund

Apr 25, 2019 |Travis Stringer

Strategies to optimize the use of your income tax refund

Read more

Yield curve inversion: A wake-up call for investors

Apr 14, 2019 |Travis Stringer

The debate is already raging as to what, if any, credence should be given to the yield curve’s signal this time.

Read more

What's your risk capacity?

Apr 03, 2019 |Travis Stringer

Risk tolerance versus risk capacity – and why it pays to know the difference

Read more

2018 Tax Preparation Reminders

Mar 12, 2019 |Travis Stringer
With the 2018 personal income tax return filing deadline fast approaching, this is a great time to see if you’re taking advantage of all of the tax benefits you may be entitled to. The following information outlines items you may want to consider when...
Read more

Transferring Future Growth of a Security to your Spouse

Feb 20, 2019 |Travis Stringer
If you hold a security, such as a stock, that you expect will significantly increase in value and you’d like to have its future appreciation taxed in the hands of your spouse rather than in yours, this article discusses a potential tax planning approach...
Read more

Transferring Capital Losses to your Spouse

Feb 04, 2019 |Travis Stringer
You and your spouse may make different investment choices. As a result, you may have unrealized capital losses that your spouse may benefit from. This article discusses how you may be able to transfer unrealized capital losses to your spouse which may...
Read more

Staying the Course

Jan 28, 2019 |Travis Stringer

There is no avoiding the fact that periodically, markets will experience short-term volatility, which can cause investors to question their investments and investment plans.

Read more