Canadians are big on responsible investing. They’ve thrown $1.5 trillion at investments that are aligned with fighting climate change, promoting human rights and other causes. Cleantech investing is practically a textbook example of this. It’s about people putting their money where their mouth is when it comes to investing in their values…. Read more
Is all the buzz around marijuana investing deserved? How did the value of marijuana stocks get so high in the first place? Why are they currently on a bit of a low? And with valuations seemingly at a discount, is now a good time to get in… Read more
In March, skittish investors continued to send markets up, down and all around. Facebook data shenanigans, Trump’s trade tariffs and other headline news rocked the boat. Individually, these events might have left stock watchers unfazed during the remarkable bull run of 2016-2018. After all, the economy in North America… Read more
Who likes risk? Nobody. Maybe you’ve already been through a market correction or two — and getting closer to retirement, volatility can make you antsy. You want a diversified, all-weather investment portfolio that protects your investment when you’re getting the blues from bad stock market… Read more
Want to make the most of your savings in retirement with your married or common-law spouse? The trick here is not knowing to save, but knowing how to save. Which accounts make sense? We’ve previously covered income splitting loans, which can help high-net-worth Canadians lower the tax they pay. That said,… Read more
A tax refund is not free money. It’s your money. And if you reinvest it, you can grow your money. If you checked out our helpful tips about how to get the most out of tax season, then maybe you’re expecting a tax refund this year… Read more
Are you leaving money on the table when it comes time to file your taxes? Lots of people do. They don’t bother applying for grants. They leave that ratty pile of expense receipts in the drawer (where they left it last year, too). And they don’t… Read more
Balanced ETF Portfolio up 8.1% over 1 year. Growth ETF Portfolio up 9.2% over 1 year. Aggressive ETF Portfolio up 10.3% over 1 year. See more about how our portfolios performed. As every investor who hasn’t been hiding under a rock knows, the stock market took a bit of a… Read more
Canada’s 2018 Federal Budget is out! What will it mean for your personal finances? How will it affect you and your family? We broke down some of the most important changes for you. Is Canada’s 2018 Federal Budget making you think about your finances? WealthBar… Read more
If the term robo-adviser conjures up images of C-3PO controlling your money, relax: we’re not robots. So, why are Canadians making the switch to a robo-adviser? We leverage technology to create a modern online experience for the benefit of our clients. “Robo-adviser” is a recent… Read more
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