Reducing Your Costs when Rebalancing your Portfolio

by | Investing

Periodically, individuals should take a look at their portfolios (with their advisor if needed) and examine whether the current asset allocation is reflective of their goals. Most advisors and individual investors start with an asset allocation of some kind, 30%...
Increasing Fixed Income Returns

Increasing Fixed Income Returns

by | Fixed Income, Investing

With interest rates at historical lows, many investors are looking for innovative ways to increase the returns they are receiving on the fixed income portion of their portfolios. Here are a few ways an investor can increase returns, while understanding the risks of...

Last Minute Tax Tips

by | Tax Issues

You look at the calendar and worry sweeps over you, it’s almost tax deadline day and you haven’t begun to prepare your taxes! While it’s certainly not ideal to be preparing your taxes at the last minute, there are some strategies that you can use to ensure you file...

Tax Tips for Families with Children

by | Tax Issues

It seems that children are involved in more structured activities, and increasingly expensive activities, with each generation. With organized sports, piano lessons, and not to mention childcare, parents are increasingly feeling the financial burden of all of these...

Tax Tips to Avoid an Audit

by | Tax Issues

The fear of a Canada Revenue Agency (CRA) audit is enough to keep many Canadians up at night. However, there are several steps you can take to reduce the chances of a dreaded audit. Here are some hints and suggestions for you to avoid the hassle of a time consuming...