A Few Signs of Hope - Five Major Developments

We are hardly naive: The coronavirus will claim thousands more victims, and the U.S. economy will contract for several months. That’s not news. What is news is the emergence of several encouraging signs. Here are five of them....

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Market Overview: March 16th - 20th, 2020

Despite positive Friday morning, Wall Street reversed course and ended the week with losses, while Treasuries rose, after the New York state ordered all non-essential workers to stay at home to contain the coronavirus outbreak....

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Guaranteed Rate Weekly - March 20th, 2020

This weekly publication is focused on the rates on Daily Savings and Guaranteed Rate Certificates (GICs), which are a simple and stable way to give your money the best guaranteed growth....

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Coronavirus, China and the Hit to the Global Supply Chain

The COVID-19 fear trade is in play. Global stock markets have been fluctuating between relief and fear along with positive or negative news about the coronavirus outbreak, which has spread around the globe....

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Common RDSP Misconceptions

The Registered Disability Savings Plan (RDSP) launched more than a decade ago, but there’s still confusion about some of the more intricate details. One of the largest benefits is the “free” money that beneficiaries can receive from government....

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Market Overview: March 9th - March 13th, 2020

The COVID-19 (novel coronavirus) outbreak is having near-term economic consequences as investors are pricing in the risk of the infection continuing around the world, for the time being....

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Guaranteed Rate Weekly - March 13th, 2020

This weekly publication is focused on the rates on Daily Savings and Guaranteed Rate Certificates (GICs), which are a simple and stable way to give your money the best guaranteed growth....

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It Can Be Taxing To Be A Snowbird

For those Canadians lucky enough to escape the cold and head to warmer U.S. destinations, be aware of the potential implications. Here are some things to consider......

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Recap of Tax Reduction Strategies for Executives and Business Owners Seminar

On March 5th, 2020 we held an educational seminar on how to reduce the tax burden and preserve your capital. Here is a small recap of how it went......

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Market Overview: March 2nd - March 6th, 2020

Despite intense volatility, the S&P 500 and S&P/TSX are on track to close the week flat. Despite a ~$8B fiscal package to help fight the coronavirus in the US and a 50bps emergency rate cut at the Fed and BoC, the stock market has failed to rebound....

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