2024 TFSA quick tips

With a Tax-Free Savings Account (TFSA), you can contribute up to your contribution limit each year, earn tax-free interest, dividends and capital gains, and even make withdrawals – at any time, for any reason – without paying tax.

Click for more details to make the best use of your TFSA.

2024 RRSP quick tips 

Click for more details on five tips to make the most of your RRSP. Have questions? Please reach out. 

When should you review your Will or estate plan?

Most legal professionals recommend reviewing your estate plan every three to five years or any time you experience a major life event. A life event refers to any significant change in your life such as marriage, divorce, birth of a child, death of a spouse or changes to your financial position, to name a few. This article provides some examples of circumstances which may warrant a change or update to your Will and estate plan. 

Click here for more details.  

Long bonds for the long-term investor

September 28, 2023 |Atul Bhatia, CFA

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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Is an economic soft landing on the schedule?

September 22, 2023 |Thomas Garretson, CFA

Fed projections suggest rates have neared cruising altitude. However, turbulence remains. We explain what the Fed’s actions may mean for investors.

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Recharging the energy transition?

September 21, 2023 |Frédérique Carrier

As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.

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Can China reboot its economy?

Can China reboot its economy?

September 14, 2023 |Frédérique Carrier

With China stuck in a morass of low economic growth, we look at how the country is attempting a course correction and how to position global equity portfolios.

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hiker facing fork in path

Do investors have an alternative to TINA?

September 07, 2023 |Kelly Bogdanova

Equities have long ruled the roost on the idea “there is no alternative”—aka TINA. But surging bond yields mean it’s time for a closer look at fixed income.

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The income is back in fixed income

September 07, 2023 |Mikhial Pasic, CFA and Joseph Wu, CFA

With bond yields near or above the return targets in many financial plans, we think fixed income should play a bigger role in portfolios.

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