In her weekly blogs, Sheila shares what she has learned about the markets and investing, with the goal of helping you understand them.

Blog #18: Estate Planning

Jun 22, 2021 |Sheila Whitehead
We all know death is inevitable. This bit of grim wisdom is front and center in the well-worn phrase, "the only two certainties in life are death and taxes." And yet, even though we are aware of the inevitability of death, I still find it surprising how...
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Blog #16: Responsible Investing

Jun 08, 2021 |Sheila Whitehead
Responsible Investing is a new and increasingly popular trend that has emerged in the past few years. I have had a number of clients who have asked me if their investments with us are responsibly invested and so I believe it’s important to define exactly...
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Blog #14: Market Timing vs Rebalancing

May 25, 2021 |Sheila Whitehead
Last week I talked about how to construct a portfolio with a focus on risk management. We are all bombarded with investment choices: Royal Bank or Amazon?, Canadian Tire or McDonalds?, and it’s not easy to choose. However, if you make a conscious effort...
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Blog #13: Reducing Risk

May 18, 2021 |Sheila Whitehead
Last week we explored the topic of risk and emphasized the importance of finding the right mix of stocks and bonds to meet your needs. Once you have determined your mix, there is another great way to reduce portfolio risk which is to make sure you don’t...
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Blog #12: Asset Allocation

May 11, 2021 |Sheila Whitehead
You have chosen the type of investment account and funded it, and now you are ready to invest! The next step is a big one! You need to decide how much you should put in equity (stocks), how much in fixed income (bonds) and how much to leave in cash. Stocks...
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Blog #11: Non-Registered Accounts and Taxes

May 04, 2021 |Sheila Whitehead
Given that we have just finished personal tax season, it’s a good time to review the taxation of investments in non-registered accounts. With investments in registered accounts (such as RRSPs, RIFs, LIRAs, LIFs and TFSAs), there are no tax consequences...
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Blog #6: Who To Invest Your Money With

Mar 30, 2021 |Sheila Whitehead
Just as there are a lot of mutual fund and exchange traded fund (ETF) options, there are many places you can take your money to be invested. I would break it down into three separate offerings: “full service”, which is developing a relationship with an...
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Blog #5: Mutual funds and Exchange Traded Funds

Mar 23, 2021 |Sheila Whitehead
I mentioned last week that there are good investment options other than buying individual stocks and bonds. In fact, depending on the size of your portfolio, buying stocks and bonds individually could get very expensive because of transaction costs. With...
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Blog #3: Why Should I Invest in the Stock Market?

Mar 10, 2021 |Sheila Whitehead
I get it. You work hard for your money! You might be thinking why would risk it in something I know nothing about, that really doesn’t interest me, that could result in me losing money? Because I can lose right? Right. Well, I’m hoping that these blogs...
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International Women's Day Special Blog

Mar 08, 2021 |Sheila Whitehead

Why do women invest less than men? Are there fundamental differences in men and women's investment habits? Do men and women view money differently? In honour of International Women's Day, we examine these issues in more detail.

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