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Monthly Update - June 2019
The Markets Despite the fears, despite the highs, despite the political turmoil, the markets continue to rise! A great month of June but...


TAXES, TAXES, TAXES
The other day someone asked me if their portfolio (investment plan RSP, TFSA, RESP, Life insurance) was maximized for purposes of...


Expect A Correction!
So the markets have not settled yet. Here is a little insight from the various people in the industry that share their thoughts with me:...


Are House Prices in Toronto Too High, Too Low or just right?
We must now all be asking ourselves "at what point should I sell my now overvalued home and take the money and run?". Leaving aside...


Tax-Free Savings Account vs. RRSP, Tax-Free should always win!
The Tax-Free Savings Account limits are really starting to create interest. This is a good thing. Debates will continue about whether to...


Oil and the Canadian dollar
I will be the first to admit I am not an economist, nor an expert in macro or micro economics. I did take those courses in University but...


Spenders vs. Savers
Every day I meet people, existing clients and new clients that will fall into one of the above categories. True savers never think they...


Tax Free Savings Account - Please change the name!
I believe we will look back upon this time and thank our lucky stars that theTax Free Savings Account was created. What a lot of people...
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