Market Update. Investor confidence stoked by US tax reform

Returns for the WealthBar Balanced ETF Portfolio were up 1.3% for November. Over the year to date, the Balanced ETF Portfolio has seen a 11.1% return. Our Aggressive ETF Portfolio is up over 13.6% for the year to date. See more about how our portfolios performed. Markets head upward as investors… Read more

TFSA vs RRSP. An overview

TFSA vs RRSP vs both. What’s best for me?

  I recently read an in-depth analysis by David Chilton (AKA The Wealthy Barber) looking into a specific question: TFSA vs RRSP? I was inspired to do some in-depth analysis on my own. One end result of doing all that research: I went ahead and created WealthBar’s… Read more

Thoughts on being a Mom Boss

Some thoughts from a Mom Boss

Mom Bosses. We juggle family life and work, like everyone… but there’s something else when you’re the founder of a company. Your business is kind of like your baby. You want to nurture it. Protect it. Give it the love it deserves, so it can… Read more

How much should you contribute to RRSPs in 2018?

How much should you contribute to your RRSP in 2018?

It’s almost RRSP season again! If your RRSP savings aren’t on autopilot, you are probably thinking about contributing to your RRSP before the March 1 deadline. How much should you invest? For the 2017 tax year the RRSP limit is 18% of your 2017 gross… Read more

You can switch. Move your RRIF to us, save on fees

You can switch. Move your RRIF to us, save on fees

You’ve retired. You’re finally ready to loosen the purse strings and start spending the money in your Registered Retirement Income Fund (RRIF) on the things you love. I’m going to go out on a limb and suggest that you don’t want to spend a lot… Read more

Financial advice for Canadian expats who want to invest

Financial advice for Canadian expats who want to invest

Canadian expats have a big need for financial advice. But that advice probably isn’t readily available. That’s a problem. After all, investing for retirement isn’t something you want to ignore until you get back. You’re living the dream, but still want to invest for your future. So for now, you’re… Read more

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