A little while back, we announced a big deal. We teamed up with PPI, a national insurance marketing firm. Together we developed an innovative custom investment platform designed to help advisors grow their business and enhance their relationships with clients. Today we’re letting the world know that PPI Valet, powered… Read more
UPDATE: Thanks to everyone for entering our Money Goal Contest! The winner has been chosen and contacted. You have a good feeling about 2018. This is the year you step up your game when it comes to investing. Now you’ve come up with a plan to reach your goals. We… Read more
Balanced ETF Portfolio up 11.2% YTD. Growth ETF Portfolio up 12.3% YTD Aggressive ETF Portfolio up 13.5% YTD. See more about how our portfolios performed. In December, we saw a flurry of all-time-high announcements on major stock exchanges. The S&P 500 had its best year since 2013, with an overall… Read more
The March 1, 2018 RRSP contribution deadline approaches! As such, many Canadians are about to make a last minute contribution to their RRSP account. RRSP contribution deadlines for 2017 tax year December 31, 2017 March 1 (First 60 days of 2018). Here are some important… Read more
About 80 percent of New Year’s resolutions fail by mid-February. But you’ve been there, done that. You made a resolution to invest better in 2018. Now you’re going to make it happen. We have a few tips on how you can stay on track. Budget and… Read more
Doing some last-minute holiday shopping? The urge to spend is almost irresistible. Saving money might be the furthest thing from your mind. But around holiday time, I try to focus on what really matters: spending time with family and friends. Still, expectations are hard to change…. Read more
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
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