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Nicole, 29, makes $78,000 as a policy analyst. She has some regrets after buying her first home in the pandemic and says she feels ‘lost’ with her finances. What can she do? Feb 22nd
Nicole says she’s going through a #MillennialLifeCrisis with her finances, and wants more clarity from the financial expert..... More »
David Miller Certified Financial Planner + MORE Aug 13th
Meet David Miller
David Miller’s specialty is in helping successful Canadian individuals and families uncover and address their investment and financial planning needs on both sides of the border. He is a registered portfolio manager in Alberta, British Columbia, Saskatchewan, Prince Edward Isl.... More »
Carney Held $6.8 Million of Brookfield Options Before Quitting for Political Run - Bloomberg + MORE Mar 18th
Carney Held $6.8 Million of Brookfield Options Before Quitting for Political Run BloombergCarney pushes back when questioned about financial assets CBC.ca'Look inside yourself': Carney gets snippy at reporter when pressed on conflicts of interest National PostConserv.... More »
Analysts downgrade SVB Financial as uncertainty around tech-focused bank looms - CNBC Mar 10th
Analysts downgrade SVB Financial as uncertainty around tech-focused bank looms CNBCWhy Silicon Valley Bank's crisis is rattling America's biggest banks Yahoo Canada FinanceBanks tumble as SVB Financial Group's share sale ignites capitalization fears The Globe and Mai.... More »
How to Claim Work-From-Home Expenses on Your Taxes + MORE Mar 30th
Working from home during the pandemic has given many Canadians more flexibility and work-life balance—and it might also help them lower their taxes.
According to the Canada Revenue Agency, you can claim home office expenses if you were required by your employer to work remotely due to the.... More »
Investing lessons from the pandemic
– moneysense.ca
Congratulations everyone: This year is finally coming to an end! Let’s hope 2020 has been a once-in-a-century anomaly and that we can all get back to eating at restaurants and travelling across borders soon.
And while we would be happy to forget the last 12 months, it wasn’t all for naught—many of us learned some valuable financial lessons that we should take with us into the future. Here are four important ones to remember. (It’s easy to fall into bad habits when things start getting good again, so I suggest bookmarking this page and reviewing it once a year.)
1. You can’t time the markets
If you’ve been paying attention to the markets this year, then you’ll know that this is far and away the most important lesson of 2020. In March, markets around the world dropped by about 35%. It was scary, it was stomach-churning and it felt like stocks would fall forever. But they didn’t. Between Mar. 23 and Dec. 8, the S&P 500 and the S&P/TSX Composite Index climbed by 65% and 56% respectively, and both markets are up year-to-date, with the former up a whopping 13%…
And while we would be happy to forget the last 12 months, it wasn’t all for naught—many of us learned some valuable financial lessons that we should take with us into the future. Here are four important ones to remember. (It’s easy to fall into bad habits when things start getting good again, so I suggest bookmarking this page and reviewing it once a year.)
1. You can’t time the markets
If you’ve been paying attention to the markets this year, then you’ll know that this is far and away the most important lesson of 2020. In March, markets around the world dropped by about 35%. It was scary, it was stomach-churning and it felt like stocks would fall forever. But they didn’t. Between Mar. 23 and Dec. 8, the S&P 500 and the S&P/TSX Composite Index climbed by 65% and 56% respectively, and both markets are up year-to-date, with the former up a whopping 13%…


