Meet Mariel Van De Loo: What Happens When You Get A Financial Windfall?

What happens when you get a chunk of unexpected money? Mariel van de Loo, a Senior Product Designer who lives and works in Toronto, is no stranger to this question. A few years ago the tech startup she works for, Shopify, went through an IPO and overnight she had a windfall she needed to decide what … Continue reading Meet Mariel Van De Loo: What Happens When You Get A Financial Windfall?

February Update, 2020: The Economic Impact Of The Coronavirus

Our recent update giving our first take on the impact and seriousness of the Coronavirus ended with this advice:   When trying to judge risks that have low probability, but potentially devastating impacts, it is wise to take action incrementally as the facts evolve. It appears that the authorities globally are taking proactive measures and while the deaths are … Continue reading February Update, 2020: The Economic Impact Of The Coronavirus

The Coronavirus: Putting It Into Perspective & Economic Impact

The recent news of the SARS-like virus originating from China is rapidly becoming front-page news. Given Canadian demographics, it seems reasonable to expect a growing awareness of the problem. By the time you read this, the virus will likely have killed a bit less than 3% of its subjects. Its victims are mostly elderly souls … Continue reading The Coronavirus: Putting It Into Perspective & Economic Impact

Bank Of Canada Interest Rate Announcement & Monetary Policy Report: Key Implications

As the Bank of Canada announced yesterday that it will maintain its overnight rate, our Chief Strategist John Johnston gives an overview of key implications that are important for investors. Overview The Bank of Canada (BoC) left the overnight rate steady at 1.75%, but is leaning slightly more toward lower rates than higher rates. It … Continue reading Bank Of Canada Interest Rate Announcement & Monetary Policy Report: Key Implications

Risk Management & Insurance: Protect What You’ve Built

As we’ve said before on the blog, investing is about growing your wealth while insurance is about protecting it. Insurance is a tool, one that not everyone needs and that can certainly be misused, but in situations where it makes sense the effects of having it in place can be life-changing. It’s a way to protect … Continue reading Risk Management & Insurance: Protect What You’ve Built

January Update, 2020: What A Difference A Decade Makes

Another year in the books and the 2010s have slipped away with a quiet boom in equities. The next weeks will be full of stock market projections for the year and decade to come. We thought it would be fun to look back and give some basic observations of what has happened in the past … Continue reading January Update, 2020: What A Difference A Decade Makes

Tax Planning: Year-End Deadlines And Reminders

Effective wealth and tax planning should take place throughout the year, not just during tax season, however this an important time to check in and make sure you’re not missing any time-sensitive deadlines. By taking a few key steps now you can get ahead of the tax season rush and ignore the surrounding marketing hype … Continue reading Tax Planning: Year-End Deadlines And Reminders

Meet Robert Wordham: The Importance Of Giving Back

Bob Wordham is an inspiring man for many reasons: he started running half marathons at 65 years old and at 82 he’s taken on the challenge of running 1000km, he’s raised hundreds of thousands of dollars for a youth mental health charity that he’s now the board chair of, and together with his wife, Joanne, … Continue reading Meet Robert Wordham: The Importance Of Giving Back

December Update, 2019: Are You Wealthy?

As we enter the holiday season and markets are in a far more pleasant mood than this time last year, it is easy to feel wealthier. But defining wealth is more nuanced than the value of your portfolio. It is the questions you ask yourself and others about what wealth means to you that are far more … Continue reading December Update, 2019: Are You Wealthy?

Charitable Giving: A Guide To Year-End Giving

As another year comes to a close, you may find your mailbox flooded with requests for charitable donations. There's a good reason so many charities make year-end requests. According to a 2018 report from the Rideau Hall Foundation and Imagine Canada called Thirty Years of Giving in Canada, individual Canadians gave an estimated $14.3 billion to charities and non-profits in 2014, with the biggest chunk … Continue reading Charitable Giving: A Guide To Year-End Giving