Subscribe via RSS Feed Connect on Google Plus Connect on LinkedIn Connect on YouTube
banner ad
banner ad

Can You Be a Disciplined Investor?

Can You Be a Disciplined Investor?

There are three types of investors. Active investors make a serious commitment to studying the market. Their time and energy is devoted to research, research and more research. They believe that with time they can excel at investing and receive an above average return. This requires a great amount of time and effort. Semi-passive investors […]

Continue Reading »

Brothers, Sisters and Money

Brothers, Sisters and Money

When it comes to siblings and money, there are no set rules or guidelines — especially where money is at stake. And family conflict around financial matters is all too common. Here are three typical situations involving family and chances, and some strategies to help maintain harmony. Lending money Your brother comes to you and […]

Continue Reading »

Are You Able to Reduce Investing Anxiety?

Are You Able to Reduce Investing Anxiety?

Investing money involves risk. Risking your money can cause anxiety. Some people have been able to reduce their anxiety when investing their money. Any investment that you make or is made on your behalf can be expressed in terms of a fraction. A fraction has two parts: Your investment can be expressed in this fashion: […]

Continue Reading »

A Financial Plan Helps Protect You from the Unexpected

A Financial Plan Helps Protect You from the Unexpected

Life is full of surprises that can put your goals at risk. Here are some examples — and some key takeaways for all investors. Expecting an inheritance Richard and Sylvie are in their late 50s. Anticipating a sizable inheritance from Richard’s widowed father, they lead a luxurious lifestyle and save little. But then Richard’s father […]

Continue Reading »

Avoiding A Tax Hit On Your Trust’s 21st Birthday

Avoiding A Tax Hit On Your Trust’s 21st Birthday

By Camille Jordaan, B.A., J.D., Wealth Planning Group, Assante Private Client*. Trusts are a common and effective planning tool when it comes to wealth management and succession planning. However, there are a number of Canadian tax rules that must be considered when one is used. One of these rules – known as the “21-year rule” […]

Continue Reading »

Can You Think Clearly About Your Investments?

Can You Think Clearly About Your Investments?

Most people are emotional about their investing decisions. They make decisions emotionally and then justify them rationally. Some people have found a way to reduce the impact of their emotions on their investing decisions. Let me show you how this works. Remember this picture? Known as the Mueller Lyer Illusion, the viewer is asked to […]

Continue Reading »

Shareholders’ Agreements a Critical Part of Your Business Planning

Shareholders’ Agreements a Critical Part of Your Business Planning

The following content has been reproduced from the “Shareholder’s Agreements” Reference Guide, published by the Wealth Planning Group of Assante Private Client, a division of CI Private Client Counsel LP.  Reproduced with permission. Shareholders of privately-held corporations that have more than one shareholder should have a shareholders’ agreement to set the framework and ground rules […]

Continue Reading »