Considerations for Canadian Investors: Year-End Tax Tips

Tax Loss Selling The year 2020 has been a challenging but rewarding year for disciplined, long-term investors. Investors with non-registered […]

Wealth Management and Independent Advice

Society is truly living through historic and unprecedented times right now. The markets truly knew something that the rest of […]

Custodians in Canada: Their Role and Importance in Wealth Management

Entrusting your life savings with an advisor can ignite skepticism. When we look at Bernie Maddoff or his Canadian-equivalent, Earl […]

Myths and Realities of Investing in Cannabis

The cannabis sector has been a hot market in recent years. The potential to double or even triple our investment […]

Rebalancing – Positioning your Portfolio for Long Term Success

When discussing investment success, one key area where focus is generally placed is on long term investment returns, adjusted for […]

When it comes to saving for retirement, how much is enough?

There are a number of suggested retirement savings targets that include1: 60% of pre-tax income 8 times final pay at […]

A Closer Look at the State of Canada’s Housing Market – Part 2

Part 1 of this two-part series on the state of the Canadian housing market focused on factors that have helped […]

A Closer Look at the State of Canada’s Housing Market – Part 1

The state of Canada’s housing market has been a hotly debated issue for much of the past decade. Certainly since […]

Tips to Find a Wealth Manager

We at Wealth Management Canada understand that finding a wealth manager can be difficult.  Our team has created the list of […]

Top-down and Bottom-up Analysis: Two Complementary Investment Approaches

In past blog posts, we have discussed some of the different investment styles commonly followed by wealth managers including the […]

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