Business Wealth

Tony’s Take – Counting our blessings

It’s hard not to feel a little depressed when you pick up the newspaper or switch on the TV news these days. There seems to no end to the trouble in the world. From the latest antics in Washington to tensions with China to the Brexit mess to riots in France to the lack of progress on climate change, the problems just seem to keep piling up.

Market Research
Child Blue Clothes Sitting Floor Playing with a Globe

Foreign Withholding Tax

First things first: If your long-term investments are not yet globally diversified, they almost certainly should be. Robust evidence and common sense alike support the wisdom of managing your risks and expected sources of return by investing in both Canadian and international markets.

Starting Out
Montreal-BrickMontreal Brick Houses Homes Street Townhouse-Houses-Homes-Street-Townhouse

Should I borrow to invest? Part 2

In my last blog, I spoke about borrowing against your home to turbo-charge your retirement savings. In this post, I’ll go through some of the pitfalls you want to watch out for if you do decide to go ahead with this strategy.

Starting Out
Montreal Red Brick Houses Homes Street Townhouse

Should I Borrow to Invest?

You bought your dream house, you stuck to your mortgage payments and now you have some equity built up in the value of your home. But is there a way to better leverage your assets to improve your bottom line?

Personal Wealth
Female Financial Advisor Shaking Hands Clients

Tony’s Take: Clients first!

I didn’t think a recent report on sales practices at Canada’s big six banks got enough attention in the investment industry. Its conclusions are a wake-up call for those who think we don’t need tougher investor protection in this country.