Articles
Financial Post / Rechtshaffen: Planning to live a long, healthy life? Here’s how to make your money last
There is an all-encompassing statistic for baseball players called WAR, or wins above replacement. The higher the WAR over a career, the better the player. The very best Hall of Fame players might have a WAR of more than 100. A career for one of these greats might last 20 years, but their WAR is…
Read MoreFinancial Post / Rechtshaffen: 6 ways to make more income from your investments
There are some unique opportunities in every investment market, and we’re not talking about artificial intelligence and lithium mining here, but the joys of some sources of high income. Some of these vehicles are better known than others, but each brings a different yield and has a different risk profile. High-interest savings funds and ETFs…
Read MoreFinancial Post / Rechtshaffen: Gluskin Sheff goes from unique and independent to being part of behemoth RBC
As someone who has viewed Gluskin Sheff as a competitor, my impression of the firm has always been the following: some very smart and capable people, investment focused, at one time very good marketers, very high fees for high-net-worth clients, a little smug, a culture shifting further and further from its earlier success, not focused…
Read MoreFINANCIAL FACELIFT: Ed and Patti, both 58, have defined benefit pensions. But without a handle on what they spend, can they afford to retire early?
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: Borrowing against life insurance can be a unique source of cash — if you can do it
There is nothing like finding cash where you don’t expect it and for some Canadians, their life insurance policy may just be that source of cash. Many Canadians own life insurance, the most common of which is term life insurance. This is insurance you own for certain periods of your life, and then the coverage…
Read MoreFinancial Post / Rechtshaffen: 4 steps to getting investment income without paying the CRA more taxes
Most investors like a high-income yield, but are you one of them? Do you need monthly income to pay your bills? Is this income earned in a taxable account? If you don’t need the monthly income from investments and you have taxable investment accounts, there is likely a way to lower your taxes. Let’s start…
Read More