Wealth – Page 2

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Taming Market Volatility Through Diversification

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|Date: April 01, 2018
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Taming Market Volatility Through Diversification

One of the proven ways to reach your long-term financial goals is through an investment technique known a ...

One of the proven ways to reach your long-term financial goals is through an investment technique known as diversification. Diversification basically means spreading out your invested money across dif ...

April 01, 2018
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Time for a Portfolio Spring Cleaning

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|Date: March 01, 2018
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Time for a Portfolio Spring Cleaning

Ahh, the arrival of spring. After a long, wet winter, it’s a welcomed breath of fresh air. For you, it’s ...

Ahh, the arrival of spring. After a long, wet winter, it’s a welcomed breath of fresh air. For you, it’s an opportunity to think strategically about your portfolios for the coming year. What better wa ...

March 01, 2018
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RRSP vs. TFSA

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|Date: February 01, 2018
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RRSP vs. TFSA

In an ideal world, you would maximize your contributions to both RRSPs and TFSAs. Most Canadians, however ...

In an ideal world, you would maximize your contributions to both RRSPs and TFSAs. Most Canadians, however, can’t afford to do that while paying a mortgage, helping their kids through school and keepin ...

February 01, 2018
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Personal Planning Tools

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|Date: February 01, 2018
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Personal Planning Tools

Tax season is a reminder to family caregivers to check on the necessary legal authority that allows them ...

Tax season is a reminder to family caregivers to check on the necessary legal authority that allows them to help a spouse, aging parent or other person they support. Many people tend to focus on estat ...

February 01, 2018
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3 Ways to Put Your Tax Refund to Work

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|Date: January 01, 2018
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3 Ways to Put Your Tax Refund to Work

As you know, your tax refund is not found money - it was your money all along, which you lent to the fede ...

As you know, your tax refund is not found money - it was your money all along, which you lent to the federal government interest-free for the year. ...

January 01, 2018
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Insurance – An Investing Perspective

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|Date: December 01, 2017
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Insurance – An Investing Perspective

Investors don’t usually think of insurance as part of their investment strategy, but they should. ...

Investors don’t usually think of insurance as part of their investment strategy, but they should. ...

December 01, 2017
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Charitable Giving Options

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|Date: November 01, 2017
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Charitable Giving Options

The opportunity to contribute to something worthwhile doesn’t go unrewarded. The tax benefits to you and ...

The opportunity to contribute to something worthwhile doesn’t go unrewarded. The tax benefits to you and to your estate can transform your charitable impulses into “planned giving” strategies in your ...

November 01, 2017
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Socially Responsible Investing – Doing the Right Thing?

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|Date: October 01, 2017
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Socially Responsible Investing – Doing the Right Thing?

Socially responsible investing (SRI) used to be a simple matter of spurning so-called “sin” stocks – usua ...

Socially responsible investing (SRI) used to be a simple matter of spurning so-called “sin” stocks – usually tobacco, liquor, gambling and weapons manufacturers. ...

October 01, 2017
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Dealing with Volatility

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|Date: September 01, 2017
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Dealing with Volatility

There are bull markets, bear markets, and then there are the volatile markets that can create an emotiona ...

There are bull markets, bear markets, and then there are the volatile markets that can create an emotional rollercoaster for investors reacting to economic and political events. ...

September 01, 2017
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Put a Price on Retirement

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|Date: August 01, 2017
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Put a Price on Retirement

Take the time to complete a financial plan as living and retiring in beautiful BC should be enjoyed! ...

Take the time to complete a financial plan as living and retiring in beautiful BC should be enjoyed! ...

August 01, 2017
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Tips and Tools to Deal with Ageism

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|Date: May 01, 2017
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Tips and Tools to Deal with Ageism

If you are being discriminated against based on your age, then you have the right to file a complaint wit ...

If you are being discriminated against based on your age, then you have the right to file a complaint with the BC Human Rights Tribunal (www.bchrt.bc.ca) ...

May 01, 2017
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Legacy Giving

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|Date: May 01, 2017
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Legacy Giving

A Planned or Legacy Gift is really a gift of any size to a charity that has an element of planning involv ...

A Planned or Legacy Gift is really a gift of any size to a charity that has an element of planning involved in accomplishing the act of giving. ...

May 01, 2017
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Retired Mountie Pens New Novel

Posted by John Kelly
|Date: January 01, 2017
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Retired Mountie Pens New Novel

At the end of their careers, Mounties dismount, right? They walk slowly and bow-leggedly into the sunset. ...

At the end of their careers, Mounties dismount, right? They walk slowly and bow-leggedly into the sunset. Isn’t that how it works? Well, not if you’re Victoria’s John C. Smith. ...

January 01, 2017
| by John Kelly

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Creating a Legacy for Future Generations

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|Date: November 01, 2013
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Creating a Legacy for Future Generations

Imagine a world where you didn’t have to worry or wonder about the health and safety of future generation ...

Imagine a world where you didn’t have to worry or wonder about the health and safety of future generations. Imagine a world where everyone had access to food, shelter, water, a clean environment, medi ...

November 01, 2013
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Why Today’s Seniors Are Buying Real Estate

Posted by Barbara Risto
|Date: July 01, 2013
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Why Today’s Seniors Are Buying Real Estate

While the demand for senior residences is on the increase, seniors don’t always want that option. Many si ...

While the demand for senior residences is on the increase, seniors don’t always want that option. Many simply want to scale back to something more manageable with less maintenance. Thinking ahead or a ...

July 01, 2013
| by Barbara Risto

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