PDF Version In the past a balanced portfolio typically meant to have roughly half of your holdings to be equity (stocks) and the other half to be fixed income (bonds). Some people use a 60/40 weighting, respectively. In economic studies, there is the idea of economic cycles also called boom/bust relationships. […]
PDF Version How your savings accounts really work: RRSP, TFSA, LIRA, LRSP, DB, DC The government has created multiple structures to help Canadians save efficiently and have a retirement that relies less on full government programs such as the CPP (Canadian Pension Plan) or OAS (Old Age Security) and more on individual savings: RRSP, […]
PDF Version Managing the accounting firm independence constraints: All the large accounting firms have stringent procedures when it comes to investing. This is mostly due tovarious scandals that happened in the past where audit clients’ information would be passed around a firm and employees, often partners from the same or different department would have access […]
2020 Contribution Information (PDF)
2017 Contributions (PDF) With the kids heading back to school after the holiday break it is retirement contribution time again! We have outlined the 2014-2017 maximum contribution limits for RRSPs and TFSAs below, subject to contribution room as per your Canada Revenue Agency (CRA) Notice of Assessment (NOA) from last year. 2017 RRSP […]
January Newsletter – Top 10 Questions from investors (PDF)
