Sure, fees are a factor in an investment portfolio, but they are not the only one to keep in mind when it comes to reaching your retirement goal.
Are you interested in putting money into your Tax-Free Savings Account (TFSA)? The new limit for 2019 will be $6,000.
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? Continue reading “Fall in love with these income splitting tips for you and your spouse”
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.
What is a robo-advisor?
Robo-advisors give advisors and their clients the tools to manage investment portfolios online. The investments included in their portfolios can vary, but their general purpose is to provide efficient, low-cost portfolio management.
Whether your retirement is years away or just around the corner, it’s important to ensure your investments reflect your goals and risk tolerance. Exposure to the equity markets can add value to your portfolio during an upswing but can leave you vulnerable to loss if safety and security are important to you. Consider segregated funds – many Canadians have never heard of them yet they have been around for over 50 years.
Watch this video to learn about the benefits and growth potential of segregated funds so that you can explore all your options and achieve the right balance for your retirement.
Create a financial plan for you and your family – contact your advisor today.