Diary of a Portfolio Manager (Investing Through Inflation)

 February 26, 2021 |Todd Kennedy

After years of low prevailing levels of inflation, investors are now starting to consider the impact that potentially higher inflation may have on their portfolios.

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What is a financial plan, and why do you need one?

 February 12, 2021 |Matthew Newby
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Trying to avoid the next downturn

 May 27, 2019 |Todd Kennedy

Market timing, or getting out before things get bad and getting back in before things improve, is impossible. Investors know this yet still attempt it.

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RRSP Deadline is March 1, 2019

 February 27, 2019 |Corrie Cassalman

The big thing to consider is how your plan to withdraw the funds in retirement and your other sources of retirement income.

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Welcome 2019!

 January 10, 2019 |Corrie Cassalman

One might want to run for the hills during this turbulent time but staying the course is the only way to get through this and come out on top. One sure fire way to keep building wealth is to continue your savings plan.

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We're not in Kansas anymore

 September 28, 2018 |Corrie Cassalman

Is your financial plan disaster proof? If a tornado hit your finances, would you be able to weather the storm? Could your plan survive a job loss, prolonged sickness, large house or car repair?

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How you can add an extra $1 million to your retirement plan?

 September 01, 2018 |Corrie Cassalman
With the recent changes to taxation of investment income inside private corporations, we’ve been fielding a lot of questions from professionals like you about best strategies going forward. The professional corporation can be a key asset in retirement...
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Are you on track?

 July 05, 2018 |Corrie Cassalman
You have gone through all the work of pulling together your financial information and thought about your goals and objectives and have reviewed your plan. Great! Now what? How do you know if you are following your plan 6 months down the road? For our...
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So you have a plan...now what?

 June 11, 2018 |Corrie Cassalman
Great! You have just received your financial plan. That is the first step to your financial independence but really what does that mean? Will the plan put food on the table in retirement or plan your next vacation? What happens now is up to you. The document...
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RRSP vs. TFSA

 January 26, 2018 |Corrie Cassalman
Which one is right for you? As we near the end of January, it's time to think about taxes and how to decrease the amount we are paying. One way to do this is to ensure you have contributed enough to your RRSP to bring your income down to a lower tax brackets...
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