Discover & Learn
2024-03-07T16:28:55
Understanding Diversification and Why Successful Investors Rely On It
Diversification means having different kinds of investments in your portfolio, and determining the right asset mix depends on your goals and objectives. Learn more about diversification and how it can be a strategy to help keep your portfolio balanced. #ValueofAdvice
2023-10-12T16:00:11
What's Up With Prices These Days? Inflation Explained
Why is stuff so expensive? Learn about inflation and how it affects your everyday life.
2023-10-03T16:00:14
A Time Machine for Investing? Sign Me Up
If you could jump back in time to invest – where would you stop to buy or sell? History teaches us some valuable lessons about bull and bear markets.
2023-09-18T15:44:52
Bonds (Yes, Bonds!) Are Trending. But Are They Right for You?
Bonds are gaining attention from investors. Find out why, plus what to know when buying.
2023-09-18T15:44:14
What To Do When Markets Are Volatile
Get five strategies to help you stay on track with your investments – even when volatility strikes.
2023-03-30T12:39:33
2023-federal-budget.pdf
Les grandes lignes du budget fédéral 2023 : Mesures fiscales susceptibles de vous concerner
2023-03-29T13:42:26
2023-federal-budget.pdf
2023 Federal Budget Highlights: Tax measures that may affect you.
2023-02-13T21:38:35
Qu'est-ce qu'une récession et sommes-nous dans une telle période ?
Vous avez probablement entendu parler d’une récession récemment. Comprenez les récessions, leurs manifestations et leurs répercussions sur les investisseurs.
2023-02-13T21:29:12
CELIAPP : Réponses à 9 questions sur le nouveau compte d'épargne libre d'impôt pour l'achat d'une première propriété
Vous cherchez un moyen fiscalement avantageux d’épargner pour l’achat d’une maison ? Le CELIAPP qui devrait entrer en vigueur en avril 2023 peut vous aider.
2023-02-13T21:09:40
FHSA: 9 Questions Answered About the New First Home Savings Account
Looking for a tax-efficient way to save toward the purchase of your first home? The First Home Savings Account (FHSA), scheduled to launch April 2023, may benefit you.
2023-02-10T16:57:06
What Exactly is a Recession And Are We In One?
You've probably heard talk about a recession recently. Find out what it really means, what recessions have looked like in the past and how they can affect investors.
2023-02-10T16:52:43
Last-Minute RRSP Planning: Deadline, Limits and More
The deadline to contribute to a Registered Retirement Savings Plan (RRSP) for the current tax year is March 1, 2023 – in other words, just around the corner! Here's some helpful information to have on hand.
Frank Liu, CFP
Financial Planner, Investment and Retirement Planning
Let's work together to achieve your financial goals