Whitehead Wealth Management

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

Blog #19: Financial Planning (myGPS)

June 29, 2021 |Sheila Whitehead

In my blogs I have repeatedly discussed how I believe financial planning is an essential part of the wealth management process. It is similar to the GPS tool in your car – you plug in where you want to go (what are your goals?) and it maps out how to...

Blog #18: Estate Planning

June 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...

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...

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...

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...

Blog #10: The Vehicles - Tax Free Savings Account (TFSA)

April 27, 2021 |Sheila Whitehead

After a Registered Retirement Savings Plan (RRSP), tax free savings accounts are the most important vehicle for you to understand and use, although my experience is that most investors still don’t understand all the rules. Since the government introduced...

Blog #8: The Vehicles - Registered Income Fund (RIF)

April 13, 2021 |Sheila Whitehead

I receive a lot of questions from investors who want clarity on the nature of Registered Income Funds (RIFs) and really, RIFs are very simple and flexible vehicles. At age 71, everyone who has an RRSP has to convert the RRSP to a RIF. In reality, all...

Blog #6: Who To Invest Your Money With

March 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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Sheila's Blogs