by Benjamin Lewandowski, CFP, CIM | Dec 12, 2024 | Financial Advisors, Financial Planning, Investing
Navigating the world of finance can be daunting, especially when it comes to understanding the roles of different professionals who can help you achieve your investment goals. Among these professionals, Portfolio Managers (PM) and Financial Advisors (FA) are key...
by Arif Kanji, CFP, CLU | Nov 19, 2024 | Investing
Physicians have demanding careers, but with the long hours and high stakes come a high earning potential. While investing in Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs) is critical for tax savings, physicians are often left with...
by Arif Kanji, CFP, CLU | Oct 17, 2024 | Investing
Investing can take you in unique directions when you look beyond stocks, bonds, and cash, opening new avenues for growth. Alternative investments present many opportunities that appeal to seasoned investors and those looking to diversify their wealth and plan for the...
by Benjamin Lewandowski, CFP, CIM | Jun 4, 2024 | Investing
Venturing into the world of real estate investment can be daunting, especially for prospective investors trying to find their footing in the vibrant Canadian market. While getting into real estate can seem simple, you can take many different avenues with your money....
by Scott Nelson | May 14, 2024 | Financial Planning, Investing
Becoming a first-time homeowner is a monumental step for anyone. Saving early can help ease the financial burden and make sure you’re ready for your dream home. The Canadian Government has 2 tools to help you in this endeavour: the home buyers’ plan (HBP) and...
by Arif Kanji, CFP, CLU | Dec 20, 2023 | Financial Planning, Investing
The thought of saving for a house can seem like a daunting challenge in today’s economy, but a first home savings account (FHSA) may be able to help you save one. An FHSA is designed to help prospective first-time home buyers save money for their first home, tax-free...
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