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November 16, 2022
Harbourfront Live Update: November 2022
In this webinar, Wes Ashton provides an economic update and market outlook for the remainder of 2022.
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November 8, 2022
How does inflation impact your retirement plan?
Wes Ashton and Ryan Ackers sit down for a conversation about the impact of inflation on retirement planning.
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Articles
November 1, 2022
5 TFSA Mistakes to Avoid (And How to Fix Them)
Miro Svoboda discusses the most common mistakes Canadians are making with their TFSAs and how to to correct them.
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Articles
October 17, 2022
Inflation: The Elephant in the Room
With persistent inflation, an unsustainable budget deficit, and a pandemic still fresh in our minds, retirement planning might not be top of mind for most Canadians.
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Articles
October 13, 2022
When Did You Last Revisit Your Estate Planning Objectives?
Estate planning should be a consideration for every investor’s wealth plan. Here are some questions that you should consider when setting out your estate planning objectives.
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Articles
October 12, 2022
Helping Younger Generations Cope With Higher Rates
For the younger generations, this may be the first time they are experiencing rising rates and high inflation. As such, here are a few thoughts on helping them prepare for this changing landscape.
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Articles
October 10, 2022
Tax Planning Before Year End: Gain From Your Losses
If you are thinking of making portfolio adjustments, there may be an opportunity to gain from your losses through tax-loss selling.
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Articles
October 4, 2022
How Does a Recession Impact My Portfolio?
There is little doubt that Canada has entered a slowing economic period, largely due to continuing efforts by the central banks to aggressively raise rates to curb inflation.
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Articles
October 4, 2022
Bull & Bear Markets: A Closer Look
In the first half of 2022, the S&P 500 Index entered into a bear market prompting some to ask: are the Canadian markets next?
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Articles
October 4, 2022
You Asked: Should I Delay RESP Withdrawals?
Having patience is never a bad thing when it comes to investing through the inevitable cycles and for those with sufficient funds to cover short-term education needs this may be an option. However, there may be reasons not to delay withdrawing RESP funds.
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October 4, 2022
Beyond Estate Planning: The Importance of a Financial Inventory
If an unexpected event were to happen, would you, or others, be able to find important documents to handle your finances?
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Articles
October 4, 2022
Inflation & Interest Rates: Has Inflation Peaked?
We are in one of the most aggressive tightening cycles in more than 40 years. Are higher rates helping to curb inflation?
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