Volatility, inflation, supply chain issues, war in Ukraine (all Putin’s doing), and interest rate hikes, have thrown a wrench into the investment markets around the world so far this year. There are the beginning signs of light at the end of the tunnel.....
While investing in volatile times can sometimes challenge your discipline and commitment, there are timeless principles to include in your investment strategy that can help ease your mind and keep you focused on the long term. [Manulife Investment Management]
You've signed the mortgage papers, and now the lender asks: "Would you like mortgage insurance? Before you put pen to paper, make sure you know the facts about the coverage you are considering. Chances are you will do better to protect your mortgage with a personal life insurance policy.
Opportunities … our markets are affected by geopolitical events currently on the world stage and our hearts go out to all people who are suffering through this. It is a travesty we allow so few to have such an effect on the people of the world. Peace please...
Many Canadian taxpayers over contribute to their RRSP and then have a huge income tax bill later in life and/or a very large estate tax bill with the left over RRIF balance in the estate. With a simple review of your current situation, we can easily make sound recommendations for your consideration.
This year has been a roller coaster of volatility. Not just with the economy, but with our personal lives as well. At Allied Financial, in times like these, we find it helps to count our blessings and the holidays are a perfect time to do that...
We are excited and pleased to welcome Stacey Jansen to the Team. We are on the move with the addition of Tara Robbins and Janine cutting back on her work hours, moving closer to retirement.
When money is paid out of a registered education savings plan (RESP), the various types of payments and tax treatment can cause confusion so here is an article about withdrawing funds tax-efficiently from RESP accounts.
Bill C-208 is a Bill that amends the Income Tax Act in an attempt to alleviate the financial disadvantage that typically arises for taxpayers who sell their family farm (or small business) corporation to their children as opposed to an arm’s length person. The Bill is welcome news!
RESP Family Plans are a great way to ensure your children have an opportunity and the financial freedom to obtain their educational goals. The sooner you start the more you will accumulate.
Climate change, environmentally friendly, hydrogen fuel, recycling, and much more! As part of Allied’s Investment Philosophy we endorse and support our industry ESG funds and our fund managers.
I have and interesting story to share from a friend and college of mine Mr. Robert Livingston and Money Manager from Toronto and who we use for managing my Father’s Charitable Foundation investments.