Personal Wealth Susan Daley Everything You Need to Know About RESPs PWL Capital 2018-10-17T12:44:51 October 17, 2018 Your child’s post-secondary education might be decades away, but planning ahead can make that expensive time in your lives much less stressful. One of the major ways to do that is through the Registered Education Savings Plan (RESP), which offers up to $7,200 in incentives for you to save for your child’s education over the long term.
Advanced Investing PWL Capital Peter Forsyth Bonds in a Balanced Portfolio: Long Term or Short Term? 2018-10-16T11:05:18 October 16, 2018 I think we all know that its a good idea to have a mix of bonds and stocks in an investment portfolio. The bonds dampen down the portfolio volatility, and act as a hedge when equities tank.
Starting Out PWL Capital Susan Daley 4 Ways to Save for your Child’s Post-Secondary Education 2018-10-3T10:14:56 October 3, 2018 My first niece was born a couple of months ago and it got me thinking about her education savings. There are a number of savings options my sister can employ for my niece in the 18 years before she starts post-secondary school. I outline the various sources, and the pros and cons of each option below.
Living in Retirement PWL Capital Graham Westmacott Demand Less, Get More 2018-09-20T16:19:16 September 20, 2018 Should retirees be flexible and adjust their spending when market winds blow? We investigate how being flexible impacts total spending in retirement.
Starting Out PWL Capital Susan Daley 5 Ways to Pay for Post-Secondary Education 2018-09-19T09:59:22 September 19, 2018 If you’re looking to fund your own or your child’s education but haven’t regularly saved for several years towards those expenses, there are a number of options for paying for expensive tuition, housing and textbook costs. In today’s post, I’ll outline the 5 ways you can pay for education costs or put away short-term savings for it.
Graham Westmacott MBA, CFA, Portfolio Manager Portfolio Manager, Waterloo. Graham believes wealth management should be based on facts and repeatable processes, rather than stories about the future.
Susan Daley CFA, CFP, Associate Portfolio Manager Susan Daley is an Associate Portfolio Manager at PWL Capital Inc. She is passionate about simplifying complex financial ideas to help clients achieve their financial aspirations. She runs a YouTube Channel with the same mandate, called Your Money, Your Choices.
Jason Primmer Portfolio Manager Assistant Jason was born in Kitchener, and has lived in the Kitchener-Waterloo region his whole life. He is currently working towards his CFP and other financial designations.
