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Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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When should you start CPP/QPP and OAS benefits?
March 15, 2021 • Retirement Planning
Start government benefits sooner and you collect a smaller monthly benefit, but right away and for a longer time. Delay the start and you receive a larger monthly benefit, but must bridge the waiting period with other resources.
Knowing when to start isn’t always easy, and even many financial experts
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The pandemic and the piggy bank
March 15, 2021 • Lifestyle
Just over 12 months ago, provinces and territories responded to the COVID-19 pandemic by declaring states of emergency. Restrictions and lockdowns have affected Canadians in different ways, and one of the starkest differences involves savings. Some people needed to tap into their savings, while others
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Thinking of purchasing a vacation property?
March 15, 2021 • Lifestyle
It’s a curious fact that we Canadians, depending on where we live, call a vacation home by different names – a cottage, chalet, country house, camp or cabin. But what they all have in common is that so many owners call their vacation property a source of cherished family time and lifelong memories.
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Claiming home office expenses
March 15, 2021 • Tax Planning
Thankfully, the Canada Revenue Agency (CRA) has made it easy for employees to claim home office expenses if you spent more than half of your working hours at home for at least four consecutive weeks in 2020 due to COVID-19. Here are the options available to claim a deduction.
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Trending for the Long Term
March 02, 2021 • Portfolio Construction, Economic Insights
Market activity in the past few weeks has reminded us of the dangers of speculation. A small number of early investors make vast profits at the expense of a much larger number of late entrants who end up losing their shirts. Our philosophy has always been to look beyond the next "big trade" and stay
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Bubble, but for how long?
January 29, 2021 • Portfolio Construction, Economic Insights
Higher asset prices amidst a recession has many wondering “when will the bubble burst?” See what factors are driving asset prices higher and why central banks may be hesitant to burst the bubble
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Changing Tides
January 12, 2021 • Portfolio Construction, Economic Insights
Last month, global equity markets surged as news around COVID-19 vaccine candidates gave investors hope that an economic recovery was plausible. Regionally, developed international equities provided the strongest returns, while beaten down sectors (real estate, energy and financials)
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Strategies and tips to boost your RRSP
December 18, 2020 • Retirement Planning
Wouldn’t you like to get the most from your Registered Retirement Savings Plan (RRSP)? You’ll be ahead if even one tip applies to you or a family member, now or down the road.
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Retirement plans changing? Evaluate and pivot
December 18, 2020 • Retirement Planning
There are countless situations and life events that could make you alter your retirement plans. But there are four ways to react to those changes and fulfill your retirement dreams.
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Save tax by splitting income with children
December 18, 2020 • Inheritance, Tax Planning
You save tax as a family when you transfer your income to children in a lower tax bracket. We’ve got specific income-splitting strategies that work for minor children and adult children.
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