Recent Blog Posts

Below is a collection of recent blog posts covering topics from personal finance to latest economic and market developments.  Choose a category on the right hand side if there's a particular subject that interests you.  If there is anything you'd like us to answer (and possibly feature on our blog) submit a question on our You Ask, We Answer form found at the bottom.

27 January, 2023

Weekly Update - Stocks provide Modest Gains in Hopes of a Soft-landing

Investor’s positive sentiment towards stocks continued, pushing equity markets in the US and Canada up for the week. Here's our weekly market update....

25 January, 2023

Money Facts 2023

Important Facts You'll Want to Know Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about these changes with our handy new Money Facts guide for 2023 and keep your financial plans on track.

20 January, 2023

Weekly Update - Stocks Whipsaw after Positive Canadian Inflation News and Mixed US Data   

Here is our weekly market update for January 16th to 20th....

17 January, 2023

Money Dates 2023

Here is a summary of all the important dates in 2023 to diarize in your annual financial planning calendar. This guide will help you keep on top of important financial dates and deadlines for income tax returns, GST credits, registered plans, CPP/OAS...

14 December, 2022

Our Year In Review and Investment Outlook for 2023

The holiday season marks the point in the calendar where I start to think about my "what to expect next year" piece. It is a time for me to reflect on the past year’s uncertainties, how we navigated them, and learning opportunities for us to improve upon...

27 October, 2022

Don't Fight The Fed

In his Q3 update, Wayne Gillespie provides his perspectives on another tough quarter for investors as aggressive central bank interest rate policies continue to weigh on the financial markets. “Diversification should remain a key part of an investor’s...

21 October, 2022

Rising Interest Rates: The Medicine That Works

In his Q3 update, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses how inflationary pressures and the associated fallout continue to cast a long shadow over global financial markets. To help get inflation back under control, central banks...

18 October, 2022

The World with Higher Interest Rates

Our outlook for the markets heading into 2023 The most aggressive monetary tightening cycle in decades has shaken global markets this year on concerns that central bank efforts to rein in inflation will end in a recession. Investors have cause to worry:...

15 September, 2022

The Realities of Investing

Investors tend to look at the positive long-term performance numbers of a selected portfolio believing its short-term performance will mirror the outcome. Investors make an unrealistic assumption if they think that the investments they hold will continuously...

26 July, 2022

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice....

You ask, we answer

Do you have a money / financial planning question you'd like to ask our team? We receive many questions through this part of our website from both existing clients and new visitors each week - often times they inspire the articles we write here in the blog.

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