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
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
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
Every year around RRSP contribution season, this question seems to pop up: should you borrow to invest in an RRSP? The idea can look good on paper when you crunch the numbers. Our suggestion? Crumple up that paper. Chuck it. Don’t do it. The idea… Read more
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’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
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
Do you use Mint to manage your budget? Many of our investor clients use Mint to get a bird’s eye view into their spending and savings habits across institutions. Some also use Wealthica, an investment tracking service that connects your financial institutions and saves all your transaction history so… Read more
How can you make that abrupt shift from saving to retirement spending? What can you do to make sure the CRA isn’t your biggest beneficiary? Do Canadians in retirement really go hog-wild, or is the change in spending habits a bit more nuanced? I talked… Read more
Returns for the WealthBar Balanced ETF Portfolio were up 2.7% for October. Over the year to date, the Balanced ETF Portfolio has seen a 9.7% return. Our Aggressive ETF Portfolio is up over 11% for the year to date. See more about how our portfolios performed. We’ve seen positive… Read more
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