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Category: Investing

What the Wealthy Know about Life Insurance

February 13, 2017Estate Planning, Investing, Life InsuranceEric Wachtel

If you have ever thought that life insurance was something you wouldn’t need after you reached a certain level of financial security, you might be interested in knowing why many wealthy individuals still carry large amounts of insurance.  Consider the…

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Retirement – Are you Prepared?

January 17, 2017Investing, Retirement PlanningEric Wachtel

Whether you are decades away from retirement or if it is just around the corner, being aware of the planning opportunities will take the fear and uncertainty out of this major life event. Blue sky your retirement plans to get…

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Three trends that will drive Canada’s economy in 2017

January 17, 2017Featured Articles, InvestingEric Wachtel

There are three trends that will guide the Canadian economy in 2017. Those are: the strength, or lack thereof, of oil prices; domestic housing developments; and whether the U.S. economy continues to improve. So says Russell Investments’ 2017 Global Market Outlook,…

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Ease Your Retirement Worries with Immediate Annuities

July 10, 2016- Annuities, Investing, Retirement PlanningEric Wachtel

The majority of Canadians work hard to accumulate a retirement fund and many are averse to exposing savings to unnecessary market risk after they retire. In today’s prolonged low interest rate environment, immediate annuities are often dismissed or overlooked as…

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Are You On The Right Track?

February 8, 2016Investing, Wealth AccumulationEric Wachtel

In bull markets some investors develop unhealthy expectations as to the long term yields their investments should provide.  Ten years ago, some came to accept returns as high as 15% to 20% per annum as the base return their fund…

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A New Year’s Resolution You Shouldn’t Break – Saving For Retirement!

January 11, 2016InvestingEric Wachtel

Many of us set New Year’s resolutions for ourselves and often those resolutions have to do with finances. January is the month we say, “Ok, this year I am going to save more and spend less”. This article won’t tell…

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The Estate Bond

June 8, 2015Estate Planning, Investing, Life InsuranceEric Wachtel

Growing your estate without undue market risk and taxes Often we see older investors shift gears near retirement and beyond.  Many become risk adverse and move their assets into fixed income type investments.  Unfortunately this often results in the assets being…

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Budget 2015 Highlights

May 9, 2015Investing, Retirement Planning, Tax Planning, TFSAEric Wachtel

On April 21, 2015, Finance Minister Joe Oliver tabled his first federal budget.  The provisions of the budget will be of particular interest to owners of small and medium sized businesses, seniors and families with children.  As well, those looking…

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Make the Most of Your Registered Retirement Savings Plan

February 10, 2015Investing, Retirement Planning, RRSPEric Wachtel

The 2014 Registered Retirement Savings Plan (RRSP) contribution deadline is Monday, March 2, 2015. Here are some facts about RRSPs to help you make the most of this great opportunity to grow your retirement savings, better plan your personal taxes,…

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Keys to Becoming a Prudent Investor

November 10, 2014InvestingEric Wachtel

As the equity markets rebound and more stable returns reappear, it is a good time to review and consider what it means to be a prudent investor.  If the past several years have taught us anything it’s that in times…

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Recent Posts

  • Extended COVID-19 Federal Emergency Benefits
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  • Government of Canada to allow up to $400 for home office expenses
  • Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now
  • Applications for the new Canada Emergency Rent Subsidy starts today!

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