Financial success is not exclusively about your investment portfolio. It’s about achieving a balance in your life, enjoying peace of mind and having the satisfaction of knowing that you’re on the right track. Sometimes, a person may need help to achieve this. That’s why, from time to time, we like to share articles we think could be of value to our clients.

Dispelling Responsible Investing Myths.

Responsible investment (RI) refers to the incorporation of environmental, social and governance factors (ESG) into the selection and management of investments. RI has boomed in recent years as investors have recognized the opportunity for better risk-adjusted returns, while at the same time, contributing to important social and environmental issues.

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Consolidate with One Advisor

"Spreading investments across different asset classes is a tried and true strategy. But diversifying among various financial professionals is a recipe for frustration and poor outcomes"

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"In situations where you’re not able to maximize contributions to both your RRSP and your TFSA, how do you figure out which plan is the best one to contribute to for your situation?"

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Mutual Funds vs ETFs

"Whether you work with an advisor, manage your own investments, or invest with a robo-advisor, chances are good that some or all of your money is invested in mutual funds or exchange-traded funds (ETFs). But distinguishing between these two popular types of investments can be a little perplexing. This short, practical comparison is designed to help you understand their respective benefits and limitations, and choose the one best suited for your investing needs and objectives."

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Do You Really Have a Financial Plan?

"If you think a financial planner only handles your RRSPs or taxes, or that financial planning is the same as investment planning, you’re only seeing part of a much bigger picture. In fact, you may be missing out on many of the benefits that the financial planning process has to offer."

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