Money Matters

When interest rates rise, the value of your fixed-income investments, such as bonds, will typically fall. If this happens, how should you respond? 

The Tax-Free Savings Account (TFSA) is frequently called “a Registered Retirement Savings Plan (RRSP) for everything else beyond retirement.”

How can you assess your investment portfolio’s performance in 2018? The year was full of wild swings in the financial markets, so your own results may well have bounced around quite a bit, too.

How can you assess your investment portfolio’s performance in 2018?

Winter is here again – which may make you wish you were somewhere else. You might be thinking how pleasant it would be to become a snowbird and move to a warmer climate for the season.

Consistency is a key ingredient of success in many activities – including investing. And one technique that can help you become a more consistent investor is paying yourself first.

If you spend a lot of time on the internet, you’re not just shopping or being entertained, or following the news or participating in an online community. You’re probably also dealing with accounts and information that eventually can become part of your digital “estate.” And if this estate isn’t properly looked after, it can lead…

We’re officially in autumn – the season when we bring in what we planted in the spring. But the concept of planting and gathering isn’t confined to agriculture.

If you’ve needed a mortgage or another type of loan over the past several years, you’ve probably appreciated the historically low interest rates we’ve experienced. But if you’ve wanted to own fixed-rate investments, such as bonds, you might have been less pleased at the low-rate environment.

You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what you’d like to ask. Here are a few suggestions: