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Personal Wealth and Finance




Investor Insight

Advantages of the Tax-Free Savings Account (TFSA)

There are basic uses for the Tax-Free Savings Account (TFSA) for investment planning purposes. Some may have advantages for your planning: Retirement planning. TFSAs can benefit individuals who are looking to invest in their retirement but are unable to contribute …


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Business

Ten Business Succession Pitfalls

Ten Business Succession Pitfalls  Various circumstances can make succession planning either difficult or impossible. The suitable successor quits. A son or daughter may decide to leave the firm after having worked in the family business for years without a commitment …


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Life Insurance

Understanding Life Insurance Planning 

Life insurance plans offer tax-free death benefits, which protect against lost income if one partner who is a wage earner were to die. It can also be used to pay off a mortgage, credit card or Home Equity Line of Credit (HELOC) debt. 


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Registered Investments

Educational Planning

The Registered Education Savings Plan (RESP) Facts about an RESP A Registered Education Savings Plan (RESP) is a savings plan registered with the government that can help you save for your child’s post-secondary education. Money invested in an RESP grows tax-deferred. …


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Registered Investments

RRSP and TFSA Differences

The Registered Retirement Savings Plan (RRSP) and the Tax-Free Savings Plan (TFSA) offer two different tax advantages to allow your money to grow. Let’s compare to see which or if both are preferred for you.


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Investor Insight

Cognitive Biases and Investment Decisions

Cognitive errors in the way people process and analyze information can lead them to make irrational decisions which can negatively impact business or investing decisions.1 Anchoring Bias Some investors anchor their investment decisions by fixating on a targeted result. Calculations …


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