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
You don’t build a quality portfolio by chasing headlines, as one headline advised in a Globe & Mail article this month. We commented in the article, which dealt with the NAFTA trade negotiations – and why it was too early for spooked investors to make a move one way… Read more
You want to make more informed decisions this RRSP season. What if you could run some of the numbers with a financial calculator and inform yourself with a few clicks? WealthBar has created some handy tools for you to use to maximize your return and… Read more
Now investors don’t have to choose between doing what’s right for the environment and what’s right for their portfolio. Our new Cleantech add-on lets investors focus 5% of their money into PowerShares PZD, an environmentally progressive fund with a track record for performance. Adding Cleantech allows… Read more
Returns for the WealthBar Balanced ETF Portfolio were up 1.2% for September. Over a full year we have seen a 10.2% return, notwithstanding moderate volatility over the spring and summer. Canadian economy keeps purring along, which is a good thing for our portfolio Canada’s economy… Read more
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