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Category: Investing

2024-2025 TFSA Considerations

December 23, 2024
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| Categories: Investing, Notices
Announcement on TFSA considerations and opportunities

What growth opportunities do you have before the year-end? A Tax-Free Savings Account (TFSA) offers Canadians a flexible way to grow their savings tax-free. With 2024 quickly coming to a close, here's a quick overview of the key benefits and opportunities for TFSAs, the currently available contribution room, and a summary of opportunities for growth in late 2024 (and ahead to 2025). Key Benefits of TFSAs Tax-Free Growth: Any investment income earned within a TFSA (interest, dividends, or capital gains) is completely tax-free. Contribution Room: For 2024, the annual contribution limit is $7,000, and unused room from prior years carries...

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Navigating High Rates:
Investing for the Long Term

April 1, 2024
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| Categories: Investing, Newsletter

Investors face unique challenges and opportunities in the current financial landscape. Many have focused on high interest-savings accounts and shorter-term investments due to the current inverted yield curve, where shorter term rates are often higher than longer term rates. However, those shorter-term segments could experience a downward rate trend with the expected reductions in the bank rate later this year by the Bank of Canada. A more strategic approach that includes longer-term investing in GICs in the present time should be considered before these opportunities disappear. In this post, we explore certain strategies for navigating this environment and positioning portfolios...

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