What if we changed our world view and acknowledged that money does buy happiness? When interpreted correctly, this statement can be life changing.

This article explains how the Canadian banking system would deal with the banking turmoil that is currently affecting European and American banks. It’s timing is perfect; since I had two such discussions with clients just this week.

It’s easy to get caught up in jargon when you work in finance. There is no shortage of acronyms (RRSP, CPI, HISA…) and there are a lot of terms thrown around (bullish, bearish, doveish, hawkish). This article introduced a new one to me: “the five year, five year forward”. No wonder people stop listening. The terms that are most important are the ones that affect you and your household.

In this brief 3-minute video, we give you a look ahead to some important tax considerations for 2023.

Declaring a recession is only possible when we are looking back at the previous quarters’ economic performance. So, whether we are in a recession, approaching a recession or the magnitude of any recession that does appear, resilience is key.

I have been a student of behavioural finance since I graduated from university. In the early years, the focus was on how behaviour would affect your investment decisions.

Building wealth must be about more than just seeing a larger number on your investment statement each year. Wealth translates into life satisfaction when it has a purpose.

Saving taxes is very often the best return on investment you can get. Investment returns are unpredictable but sound tax planning can be a methodical way to improve your overall financial situation.

It is natural to be emotional when making a decision. Recently, I booked a vacation at a cost that I never believed I would ever pay. Pent-up demand, inflation and high season conspired to empty my wallet and fill my stomach with knots.