A Parents’ Guide to Teaching Kids About a Recession

May 16, 2023 |Mark Porretta
There has been a lot of conversations around where we are in the current business cycle and if we are on the verge of a recession. While no one rings the bell when recessions start or end, it is always good to be prepared. This will be many peoples first...
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TFSA vs RRSP vs FHSA: Your Top Questions Answered

March 31, 2023 |Mark Porretta
For the majority of us, purchasing our home is the biggest decision we'll ever make. In the last few years, we have seen a seismic change in the housing market with prices and interest rates changing so rapidly. This has made it difficult at times for...
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Stocks vs. real estate: Considerations for Canadian investors

February 21, 2023 |Mark Porretta
The age-old question, Stocks vs. Real estate. While both have their advantages and disadvantages, both assets have performed extremely well over the last 20+ years. One distinct feature that differentiates the two is leverage. Being able to put down a...
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CRA announces TFSA limit for 2023

January 15, 2023 |Mark Porretta
In Canada, one of the best investment vehicles we have is a Tax Free Savings Account. For anyone who doesn't know, this was an investment vehicle that created for Canadians to contribute a fixed amount of money and earn tax free returns. Every year the...
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How my father’s dementia diagnosis woke me up to the real cost of care

November 14, 2022 |Mark Porretta
Getting older is an unfortunate reality we all must come to grips with at some point. Whether it is us personally or close loved ones, we want the best. As our loved ones get older, we are often times faced with the tough decision of caring for them personally...
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5 key questions every business owner should answer

October 14, 2022 |Mark Porretta
Owning a business is stressful, time consuming and at times, exhausting. Canadian business owners work hard and always keep the needs of their business top of mind. The majority of Canadian business owners don't have a formal business succession plan...
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Five tips for Millennials to get their retirement goals on track

August 18, 2022 |Mark Porretta
According to Stats Canada, Canada’s largest generation is now Millennials. Unfortunately, retirement in their eyes, is just too far away. For some, it can be 40 years away. Given today’s cost of living or major purchases like buying a house, the idea...
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Toronto Offers Glimpse of Housing Pain as Renovations Slow Down

July 29, 2022 |Mark Porretta
Over the last couple of years, the housing market has been on a historical rise. Houses sold at record highs, record pace and renovations to houses have been completed left, right and centre. Now that inflation is digging its claws into everyone’s wallets...
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Does your family have a succession plan? Tips for maintaining family harmony

June 01, 2022 |Mark Porretta
Owning and operating a business is tough. It's stressful, time consuming and has its moments of good and bad times. But as the business becomes more tenured and successful, the need of succession planning for the next generation becomes even more important...
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Warren Buffet's Words of Wisdom

March 01, 2022 |Mark Porretta
In times of uncertainty, it's easy to latch to headline news. It's only until we have moved past those events that our thesis is either validated or disproved. The more times you have gone through similar events, the more you become comfortable with uncertainty...
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