09 March, 2021

Study Highlights Need for Legacy Planning

While COVID-19 has had an immediate financial impact on many Canadians, the uncertainty it has caused has left others eying their legacy....

10 February, 2021 Financial Planning

TFSA & RRSP 2021

Long or short-term goals play a big part in deciding which savings tools you should use. Find out if a TFSA or an RRSP or a combination of both are the better fit for your financial needs....

02 February, 2021 Financial Planning

Money Facts 2021

Tax rates and saving contribution limits change year on year. This quick guide outlines contribution limits for RRSPs & TFSAs and more....

01 February, 2021

FOMO, GameStop and the Reddit Bubble

In his latest letter, Counsel Portfolio Services CIO, Corrado Tiralongo, discusses GameStop, Reddit and the role that FOMO plays in the recent volatility we’ve seen in the markets....

20 January, 2021 Financial Planning

Money Dates 2021

Keep on top of important financial dates and deadlines for tax returns, OAS, CPP benefit payments, and more with our guide....

15 January, 2021 Financial Planning

Financial Planning for the Unexpected (and Expected)

COVID-19 forced most of us to adapt to new realities by revisiting our daily habits and financial priorities. For some, this meant tightening budgets or postponing big-ticket purchases....

13 January, 2021

We Are Entering The Greatest Technological Transition In History… And That Will Reshape Geopolitics

The transition currently underway from a fossil-fuel energy model to one based on renewables is surely the most important in our collective history. Some time ago, Nature published a brilliant article, “Model and manage the changing geopolitics of energy”...

03 December, 2020

Simple daily practices that will empower you financially

I’ve been researching positive money psychology for more than a decade, and I can say for certain that many adults face financial obstacles in three areas — debt, money mindset and skills. To get over limiting beliefs and gaps in financial know-how, targeting...

03 December, 2020

Personalized Strategies During Uncertain Times

Consider these five personalized investment strategies to help you move forward with confidence during uncertain times. By Sam Febbraro Market volatility and uncertainty can leave investors feeling like they are on an emotional roller coaster. Even so...

03 December, 2020

What to Do When Your Mind (Always) Dwells on the Worst-Case Scenario

Not long ago, a medical student, let’s call him Paul, walked into my shift in the emergency room of a large university and told me that his life was ruined. I’m a clinical psychologist. And for the past 20 years, I have worked — in many capacities — with...