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Bottom line, don’t be blindsided by unexpected taxes. But neither should an aversion to taxes blind you to the practical and emotional costs of clinging to a position longer than warranted.

It’s never too late to bring order to your investment universe. In this first installment in our four-part series, we’ll explore some sensible solutions to this perennial challenge.

Investing broadly across assets of various sector, size and geographies can help you build a resilient portfolio that can better weather the ups and down of the market over time.

The longer you stay invested, the more your investments will have a chance to increase exponentially, thanks to compounding returns.

Whatever your equity compensation package looks like, you don’t have to navigate its complexities alone. Reach out to us to learn more and discuss your options.

At Mejlholm Wealth Management, we believe one of our most important roles is to serve as our clients’ “objective observer,” holding up a mirror whenever a blind spot may be blocking their financial view.

Since many of our most powerful biases are based on reflexive rather than reflective thinking, it’s not enough just to be aware of them. We must also learn how to defend against them. Or better yet, turn them to our advantage. How do you do that? By

By targeting well-crafted financial goals, we can better aim your overall investment strategies and selections.

Fraud and identity theft is affecting more and more Canadians each year. Proctect your hard earned assets!