Knowledge Centre
We believe that informed investors make better decisions. When you understand how markets work and how human psychology can get in the way, you are more likely to stick to a long-term plan. Developing the skills and knowledge to make smart and informed decisions helps you become more financially confident and empowered. We share our insights and experience through these articles, research pieces, videos and white papers.
Where are we going, and will it ever get better?
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- 4 Dec 2023
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In a world filled with stress-inducing headlines and seemingly never-ending chaos, it’s no wonder we find ourselves asking, “Where are we going, and will it ever get better?” These concerns are completely valid, and it’s important to acknowledge the weight of the world’s challenges. But in the midst of all this uncertainty, one thing is abundantly clear: the world needs a big, comforting hug.
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What I need during a scary market
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- 7 Nov 2023
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If you’re worried about the stock market, find someone to give you a hug.
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Have you planned for digital assets
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- 15 Oct 2023
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If you haven’t accounted for your digital property in your will or another document, you’re not alone. This is often overlooked when planning an estate.
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Preserving estate assets for your heirs
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- 15 Oct 2023
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The first things that come to mind when you think of estate planning might be your will, beneficiaries and executor or estate administrator. However, another key element is planning for the tax liability on your estate’s assets.
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Ways to give to grandchildren
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- 15 Oct 2023
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Giving a financial gift to a grandchild can be tremendously satisfying, knowing you’re helping to make a difference in a loved one’s life. The first step is choosing when to make a gift.
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How to pay little or no tax on RESP withdrawals
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- 15 Oct 2023
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Withdrawals from a Registered Education Savings Plan (RESP) are different than those from other registered plans. With an RESP, some withdrawals are taxable, while others are not.
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