News & Views

Why You Need A Financial Plan

October 8, 2021

The 2021 Financial Stress Index shows that 38% of Canadians said money was their biggest concern, outranking personal health (26%), work (20%), and relationships (15%). More than 51% said they lost sleep over money concerns and 31% say it led to health problems, a significant increase from 18% in 2020.

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Principal Residence Designation

October 8, 2021

Over the last twelve months, increasing inquiries pertaining to principal residences have been received here at the office.

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5 Lessons I Learned From The Psychology of Money By Morgan Housel

October 8, 2021

During my morning runs this summer, I was able to take advantage of this time to enjoy the audiobook The Psychology of Money by Morgan Housel.

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Revisiting Equity Markets and Lifeboat Drills!

October 8, 2021

Preparation and planning are best done in advance of rough seas and that sinking feeling. How does that apply to your investments?

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Should I Stay or Should I Go?

September 27, 2021

As well as being a hit song for the Clash, this is a dilemma that many employees may find themselves in when leaving an employer or retiring. If they are part of a company pension plan, they may have to make some very important decisions. Two potential options, are leaving…

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Fundamental Analysis and Firm Value Maximization

August 4, 2021

When selecting an investment for a portfolio, the options available are vast, diverse, and seemingly endless.

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You and Taxation! Limited Partnerships and Avoiding Double Taxation

July 27, 2021

When
investing in an LP within a non registered (cash) account, it is imperative that you track your
cost base and factor in capital gains or other income generated by the manager.

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Capital Wealth Partners Nominated for “Advisory Team of the Year (Fewer than 10 Staff)”

July 9, 2021

Our thanks to those who nominated us, Wealth Professional and CMI Mortgage Investments who sponsored the panel
discussion and the award itself.

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Quantitative Easing – What is it and how does it work?

May 1, 2021

The intended purpose of Quantitative Easing (QE) is to help fight deflation, spur lending and spur investment and economic growth.

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Estate Planning for Special Needs Families

April 18, 2021

As of February 2020, there were approximately 379,000 Ontario Disability Support Plan (ODSP) members out of 4.5 million households in Ontario

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Hardest Home Workout Moves

April 9, 2021

You don’t need equipment to get a great full body workout– these moves will prove it.

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Who Needs a Cash Wedge!

April 9, 2021

What is a cash wedge? Well, it is not related to the game of golf, however it
can definitely improve the sustainability of your income stream.

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