Articles
FINANCIAL FACELIFT: How should Hank, 69, and Caroline, 64, turn their savings into income?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our Portfolio Manager & Senior Financial Planner, Matthew Ardrey,…
Read More2024 Canada Capital Gains Change: What Does It Mean To Me?
In April 2024, the federal government announced their proposed 2024 budget. One of its most significant proposals for investors is a change to the capital gains inclusion rate. Under the new rules, the percentage of capital gains subject to taxation will grow from one-half to two-thirds for any gains above $250,000 for individuals. This change…
Read MoreFINANCIAL FACELIFT: How should David, 56, and Greta, 55, manage their investments in retirement?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our Portfolio Manager & Senior Financial Planner, Matthew Ardrey,…
Read MoreFINANCIAL FACELIFT: When can Norman, 62, afford to join Margaret, 65, in retirement?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…
Read MoreFINANCIAL FACELIFT: What age should Kate, 56, start taking her CPP and OAS benefits?
Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor & Portfolio Manager, Matthew Ardrey,…
Read MoreFinancial Post / Rechtshaffen: Big interest rate cuts ahead from the Bank of Canada if 2001 is any indication
They say that actions speak louder than words, and this definitely applies when it comes to the Bank of Canada. The central bank now forecasts the consumer price inflation (CPI) index will return to two per cent in mid-2025. If this two-year prediction causes you concern that policymakers won’t be lowering rates for two years,…
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