GET IN TOUCH WITH US


 

Name *
Name

Vancouver, BC
V6C2V6
Canada

604-685-1938

News

Proposed tax changes would shake the small-business world (jul. 20, 2017)

https://www.theglobeandmail.com/globe-investor/personal-finance/taxes/proposed-tax-changes-will-shake-the-small-business-world/article35754872/

is there a right age for kids to learn about money? (jun. 27, 2017)

https://www.theglobeandmail.com/globe-investor/personal-finance/household-finances/is-there-a-right-age-for-kids-to-learn-about-money/article35474637/

When you don't get the cpp survivor benefit you expect (Feb. 8, 2017)

http://www.theglobeandmail.com/globe-investor/retirement/retire-planning/when-you-dont-get-the-cpp-survivor-benefit-you-expect/article33949647/

Taxpayers beware: CRA email rebate scam on the rise this tax season             (apr. 28, 2017)

http://www.cbc.ca/news/business/cra-tax-refund-scam-email-phone-1.4089032

A baker’s dozen tax-filing changes for this year (feb. 23, 2017)

http://www.theglobeandmail.com/globe-investor/personal-finance/taxes/a-bakers-dozen-tax-filing-changes-for-this-year/article34122880/

value for your mutual fund fees - infographic from ific.ca

https://www.ific.ca/wp-content/uploads/2016/07/Infographic-Value-for-Your-Mutual-Fund-Fees.pdf/14577/

An RRSP season tale about what happens when financial advice goes wrong (Feb. 9, 2017)

http://www.theglobeandmail.com/globe-investor/personal-finance/taxes/the-less-you-know-about-investment-options-and-taxes-the-more-advisers-must/article33971407/

trump's honeymoon with the stock market will soon be over (Feb. 2, 2017)

https://www.theguardian.com/business/2017/feb/02/trump-honeymoon-stock-market-dow-jones

deutsche bank pulls out of coal projects to meet paris climate pledge       (feb. 1, 2017)

https://www.theguardian.com/business/2017/feb/01/deutsche-bank-pulls-out-of-coal-projects-to-meet-paris-climate-pledge

cost of investment funds video (Jan. 24, 2017)

The following animated video from Mackenzie Investments provides investors with an easy-to-understand explanation of the cost of owing, buying and selling investment funds. Full disclosure, I am not affiliated with Mackenzie Investments and the sharing of this video link should not be construed as an endorsement or promotion of Mackenzie Investments or their products. 

https://www.mackenzieinvestments.com/en/products/rrsp/rrsp-toolkit/video/understanding-the-costs-of-investment-funds

INVESTING WITH TRUMP IN MIND NOT AS EASY AS IT LOOKS (JAN. 24, 2017)

http://www.theglobeandmail.com/globe-investor/investing-with-trump-in-mind-not-as-easy-as-it-looks/article33701638/

why won't canadians pay for investment advice (july 14, 2016)

http://www.theglobeandmail.com/globe-investor/personal-finance/household-finances/why-wont-canadians-pay-for-investment-advice/article30927394/

Understanding MERs, management fees and other costs (Feb. 23, 2012)

http://www.theglobeandmail.com/globe-investor/investor-education/understanding-mers-management-fees-and-other-costs/article548646/