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Investor Education Blog

Investigating Your CPP/QPP: Pension Entitlements
June 5, 2024
Fewer and fewer Canadians are eligible for employer-sponsored pensions plans. For many, the only reliable, inflation-adjusted, income stream that they will collect when they leave full-time employment is the Canada / Quebec Pension Plan (CPP/QPP) and Old Age Security (OAS).
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Taking the Risk Out of Retirement Income
May 13, 2024
For those heading towards or already in retirement, now is not the time to gamble with your future.
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Part 2: Easing Into Retirement – Time to Adjust your Investment Playbook
February 6, 2024
While your investment portfolio represents only 1 out of the 5 critical areas to think about when planning for retirement, it’s influence can overshadow a number of the other areas. Let's explore the importance of evaluating your investment portfolio to optimize the management of your future income.
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Part 1: Easing Into Retirement – Time to Adjust your Investment Playbook
February 6, 2024
Popular media glorifies retirement with glossy pictures of healthy retirees on a beach living the golden years. That is part of it, but retirement is just another stage of life with both new adventures and new challenges. There are five critical areas to plan for as you think about retirement.
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Part 3: Can We Finally Expect Interest Rate Cuts?
January 19, 2024
In the final segment of our series on the future of interest rates, we discuss what the current and go-forward factors all mean for the average investor in 2024.
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Part 2: Can We Finally Expect Interest Rate Cuts?
January 19, 2024
In Part 2 of our series, "Can we finally expect interest rate cuts?", we delve into the anticipated trends in interest rates for the year and, more importantly, the necessary conditions for those expectations to materialize. We will also examine potential obstacles that may hinder these expectations.
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Part 1: Can We Finally Expect Interest Rate Cuts?
January 19, 2024
In this brief 3-part blog series on the direction of interest rates, we aim to provide valuable insights into the various factors that could influence the movement of rates this year. In Part 1, we tackle a growing and concerning misconception among the general public regarding a return to what they perceive as “normal” interest rate levels.
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Put In The Hard Work For An Easier Retirement
December 4, 2023
Retirement planning has long-been regarded as both a science and an art, encompassing modeling and stress-testing for a confident transition, along with finding joy and purpose in your newfound time and accumulated wealth.
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Taming the Market – Part 3/3: Strategies used by pros to insulate their or their client’s portfolios
November 28, 2023
In the same way we buy insurance to protect ourselves and our loved ones, Options strategies can do the same for your portfolio.
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Taming the Market – Part 2/3: Strategies for a DIY investor to better insulate their portfolio
November 20, 2023
Let's explore a very simple and easy to execute strategy that individual DIY investors can implement to help achieve this type of portfolio experience.
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