Posts Tagged ‘Investing’
Two types of retirees: dreamers and savers
Lorne Zeiler, VP, Portfolio Manager at TriDelta Investment Counsel was a recent guest on BNN’s Your Money Month to discuss sources of income for retirees featured in TriDelta’s ‘Canadian Retirement Income Guide’ Click here to watch the interview. Posted By: Lorne Zeiler, MBA, CFA VP, Wealth Advisor lorne@tridelta.ca 416-733-3292 x225
Read MoreTriDelta Investment Counsel – Q4 2015 Investment Review
Some people believe that the grass is always greener on the other side of the fence. Well in 2015 it was true, if you were a Canadian and your fence looked over at the U.S. border. From an equity and currency perspective, the U.S. meaningfully outperformed Canada. Although 2015 was a difficult year, with Canadian…
Read MoreTriDelta Investment Counsel – Q3 2015 investment review
Executive Summary – Stock Market Corrections have a Silver Lining Well, that wasn’t a fun quarter for anyone. We do believe that much of the damage is now behind us, and in most cases, clients remain in positive territory for the past year during a time when the Toronto stock market has dropped 11%. In…
Read MoreTriDelta Investment Counsel – Q2 2015 investment review
Performance Summary – TriDelta clients minimizing the damage Overall, the second quarter of 2015 was one of the weaker quarters in a long time. Of interest, there wasn’t really anywhere to turn to find good numbers on the quarter. Among indices, the results were the following: Index % Change S&P/TSX -2.3% S&P500/US –…
Read MoreHow to get richer, faster: Dump the cash for equities in your TFSAs
If a 30-year-old couple opened their first Tax Free Savings Accounts today, they could contribute up to $82,000, which is a big reason why such accounts are starting to be serious money for many Canadians. As far as investing the funds, they could choose cash, GICs, stocks, bonds and preferred shares, as well as use…
Read MoreA world with TFSAs vs without, Part II: Which helps a family with a modest income save an extra $1.5M?
Recently we did an analysis of a world before TFSAs vs. the world today that took some flak online. Using a 40-year-old couple with $80,000 of income each, and $100,000 of annual expenses, we concluded that they could save $1.1 million of taxes in their lifetime as compared to the world without TFSAs. There was…
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