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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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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Four effective estate planning strategies for high-net worth clients

September 29, 2022 |Mark Porretta
The more wealthy you are the more complicated your financial situation usually is. In most circumstances, when you have amassed a large wealth, you usually own a business. While this is not always the case, in the situation that you are a business owner...
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Demographics a powerful counterforce in Canada’s housing market correction

September 14, 2022 |Mark Porretta
Housing like the market or economy is in the midst of a very volatile year. For the first time in a while, the housing market is experiencing rising rates, slowing demand and falling prices. Since this is unfamiliar to most people, there is a fear surrounding...
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How more retirement coaching can help your clients

August 31, 2022 |Mark Porretta
Between an aging population, stress, health concerns or just re-evaluating your priorities; more people are now thinking about retirement. For some, when you turn 65 or hit a certain financial goal its an easy decision to move on from working but for...
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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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