Keeping You Informed -COVID-19

Mar 18, 2020 |Joanne Livingston, Alan MacDonald
Good afternoon – It is March 18th and we would like to provide further update to the ongoing COVID-19 developments and our actions and strategies. It is our intention to continue these missives every few days in order to keep as many people as possible...
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How are my investments taxed?

Jan 16, 2020 |Michael Dickie
When it comes to investing and earning income from various investment accounts, one important question always arises: "How much will I be taxed on this?" The answer is always "It depends" If your investments are held in your Tax-Free Savings Account (TFSA)...
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Watermark Financial Planning for Young Professionals

Nov 14, 2019 |Michael Dickie
Congratulations are in order! You have made it through the arduous years of competition, studying, and student debt to become a practicing professional in your community. Now that you have been freed from the hours of study, you may be faced with the...
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What about the fees?

Oct 25, 2019 |Joanne Livingston
Just when I think that not one more word can be written about the cost of wealth comes up again. So from the position of working in wealth management for nearly 25 years I feel compelled to weigh in. Firstly, I have to put all the cards...
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Investing used to be easy

Aug 20, 2019 |Alan MacDonald
In 1996, the annualized minimum wage in Ontario was $14,248. The 10-year government bond yield was 6.4%. Doing the math, you need $222, 625 (about 16 years of earnings) in savings to earn a completely guaranteed equivalent to minimum wage. In 2019, the...
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Market Timing: It may not matter as much as you think

Apr 16, 2019 |Tim Corney, CFA

Over the years we have had many conversations with investors about investment timing, in an attempt to tackle the question of when is the optimal time to put new money to work in portfolios.

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Ten reasons to love dividend investing

Apr 01, 2019 |John Heinzl -Investment Reporter

Dividend investing isn’t the only strategy that works, but I believe it is one of the simplest and most effective ways for small investors to build wealth. I hear from people all the time who have used the dividend approach with excellent results.

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Federal budget 2019: Key tax measures that have a direct impact on you

Mar 21, 2019 |RBC Wealth Management

RBC Wealth Management Services analyzes the latest pre-election proposed tax measures, and the effect they may have on you.

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Making Sense of 2018

Jan 30, 2019 |Alan MacDonald

Here are the results from around the world in 2018 was a tough year for markets, including the fixed income markets (preferred shares in particular).

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Winning The Investment Game

Dec 13, 2018 |Alan MacDonald

But if short-term results are not always in your favour – how do you judge whether you have the right portfolio? There must be some type of criteria that can be used outside of whatever happened in the market yesterday.

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