Archive for November, 2011

The main problems with balanced mutual funds in Canada

Posted on November 23rd, 2011.

I have been spending quite a bit of time lately at Chapters, Indigo, and Coles stores signing copies of my acclaimed book: Insync Income, The Must Read Guide to Investing for Income in Canada. The great thing about this is that I have the opportunity to chat with a lot of folks about a variety [...]

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Greece, Italy, and the very wary boomers

Posted on November 20th, 2011.

Being a financial services professional and highly curious chap I have spend quite a bit of time in my life reading. Over the many years I have been reading the financial pages of major newspapers I have noticed that although there is no certainty about whether the market will be up or down on any [...]

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Investing for income in Canada: The big picture

Posted on November 14th, 2011.

The investment landscape in Canada is filled with a multitude of investments choices. These choices vary a great deal in terms of the type of investment, from real estate to restaurants. They also range a great deal geographically; it is possible to invest money in almost any part of the world these days. Well there [...]

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How life insurance helps with estate planning in Canada

Posted on November 8th, 2011.

Every country has different tax rules and they can vary a great deal. One of the areas where there is a great deal of variance from country to country is in the area of “estate tax”. An estate tax or inheritance tax by any name is a direct tax on the proceeds of an estate [...]

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It pays to know a Chartered Strategic Wealth Professional

Posted on November 3rd, 2011.

Investors in Canada have a wide variety of choices in terms of who to rely on for investment and financial planning advice. It sometimes seems like there is financial advice available on almost every corner. Yup, whether you are shopping for groceries or buying auto insurance there is bound to be a smiling face offering [...]

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Keeping all the eggs in any one basket can prove costly

Posted on November 1st, 2011.

One of the interesting tendencies that I noticed over many years of dealing with Canadian investors is the tendency for some to buy more and more of the same type of investment. In the investing world having too much of one type of investment is often referred to a having a “concentrated position”, and is [...]

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