Starting Out Susan Daley RESP: Will it Be Enough? PWL Capital 2021-03-26T16:36:12 March 26, 2021 For the 2018/2019 school year, average tuition costs and additional compulsory fees for Canadian undergraduate students were $7,741. Ontario had the highest fees with an average of $9,771 for the school year. According to a Macleans piece, that only covers 34% of average school costs. The other $13,000 or so is eaten up by living expenses. That begs the question, will savings in an RESP be sufficient to cover education costs in Canada?
Market Research Raymond Kerzérho ESG Exchange Traded Funds: A few facts to help you navigate them 2021-03-24T10:10:33 March 24, 2021 The Canadian market includes 38 environmental, social and governance (ESG) or “socially responsible” ETFs. The choice is so vast that it’s hard to navigate. I offer you some information to see more clearly.
Personal Wealth PWL Capital Your 2020 Tax Return – Tax Reporting Information 2021-03-3T13:02:36 March 3, 2021 To help you complete your 2020 income tax return, the following brochure is an overview of the most common Canadian tax documents.
Personal Wealth Graham Westmacott Housing the homeless 2020-12-16T16:43:28 December 16, 2020 The case for housing the homeless can be stated in moral and economic terms. As a provider of investment services, we thought we should stay in our lane and educate ourselves on the economic arguments.
Starting Out Susan Daley RESP: What If My Child Doesn’t Go To Post-Secondary School? 2020-11-25T14:25:57 November 25, 2020 What happens to your RESP if your child doesn’t go to school? If you have an individual or family RESP, you can get your money out of the plan with relatively little pain. I outline the options to withdraw money from an RESP if the beneficiary of the RESP doesn’t attend post-secondary school.
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, Portfolio Manager Susan Daley is a 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 CFP, Investment Advisor, Portfolio Manager Assistant Jason was born in Kitchener, and has lived in the Kitchener-Waterloo region his whole life. He is a CFP and working towards other financial designations.
Market Statistics – March 2021 Published: April 6, 2021 Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the various Canadian, U.S. and international markets that we follow.