Articles of Interest
How much money should you have for your age?
Click HERE to learn how much money you should have saved based on your income and current age.
It's not an exact science - since what people spend in retirement varies greatly - but this simple calculation method does a better job of a factoring in income levels.
Click HERE to learn about cryptocurrency.
What is blockchain technology and why does everybody seem to be investing in it but me? Everything you've ever wanted to know about Bitcoin, cryptocurrency and more.
2018 Budget Update
Click HERE for a Summary of the 2018 Federal Budget
Business Owners and Incorporated Professionals
I get asked this question a lot by incorporated professionals and business owners alike. Should I pay myself a salary, dividends or both? It's not always a simple black and white answer since it depends somewhat on how you earn your income and what assets you may already have outside your corporation.
Click HERE for a great article which discusses this very question and talks about the various options and how to decide which is right for you.
Understanding Book Value vs. Market Value and How to Measure PerformanceI'm finding more than ever clients are having trouble deciphering exactly how their investments are performing, and how to interpret the data on their statements. Now that CRM2 is here and performance is being reported on every statement, I think it's worthwhile to look at the difference between the book and market value, and how the returns in your portfolio are actually calculated. This is especially true as it relates to funds vs. individual securities. I've come across a piece from Dynamic Funds which explains it pretty well.Click HERE for a link to the article.
What are ETFs & and Which Canadian Ones Should I Look at?
Click HERE for a link to the article.
Congratulations to Portland's James Cole, SVP and Portfolio Manager, on the Portland Focus Plus Fund LP (M Series) being named Canada's #1 performing Alternative Strategies Fund for the three years ending March 31, 2017 by globeinvestor.com
Click HERE for more details.