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.

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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Should you Commute Your Pension Plan?

"In past years when an individual changed employers, it was pretty much an accepted practice to leave their defined benefit pension plan with the original employer, knowing that a pension would be received in retirement. With the economic downturn, many pensions are either being discontinued, or may not have ample funding available to pay out all of the expected pension benefits. Many employees who are given the choice to commute or keep their existing pension are giving serious thought to commuting the pension. There are pros and cons to each alternative and therefore there is no one size fits all solution."

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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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Responsible Investments

"With investors concerned about market volatility, it’s worth knowing that responsible investments have been shown to provide an edge when it comes to protecting assets from downside risk."

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