How to Start Investing in Canada: My 5-Step Framework
Starting to invest can be one of the most confusing parts of personal finance, with so many conflicting opinions out there. Instead of rigid rules, I’ll share a 5-step framework … Read more
Investment management for Canadians
Starting to invest can be one of the most confusing parts of personal finance, with so many conflicting opinions out there. Instead of rigid rules, I’ll share a 5-step framework … Read more
These silent wealth killers could be quietly draining your TFSA’s potential without you even realizing it. Imagine your TFSA is like a wooden house—everything looks fine, but termites are silently … Read more
That first $10,000 in your TFSA feels amazing, doesn’t it? But why stop there? It’s time to level up, add a zero, and turn it into $100,000. The average Canadian … Read more
Taxes can feel overwhelming, but breaking them into simple concepts makes them easier to manage. Capital gains taxes, which apply when you profit from selling investments, are particularly important to … Read more
Curious if your TFSA savings are on track? Let’s see how you compare to the national averages by age, income, and gender. Average TFSA Savings by Age Age Group Average … Read more
The TFSA is making history in 2025 by FINALLY crossing the $100,000 limit threshold. Let me show you how to make the most of this milestone. Understanding Contribution Room Over … Read more
There is a really good chance that you aren’t fully optimizing your TFSA, RRSP, and FHSA—and it could be costing you thousands. I often see our clients make costly mistakes … Read more
Being a U.S. citizen living in Canada brings exciting opportunities but also some unique financial challenges, especially when it comes to managing your taxes and investments. The good news is, … Read more
Are you unknowingly sabotaging your TFSA? Making the wrong moves with your TFSA today can cost you thousands of dollars down the road. The good news? Most of these mistakes … Read more
Mutual funds are a huge deal in Canada, with over $2 trillion invested as of May 2024. Compare that to the $429.2 billion in ETFs, and you’ll see mutual funds … Read more