Blog

Over the past few weeks, I have had numerous conversations with clients and people within the industry, where the topic of discussion eventually turns to the lack of volume and general malaise of the TSX Venture Exchange. But just how poor are trading volumes (or liquidity as we call it) of late? How does the current low liquidity compare to previous periods?

Are you looking for a smart and efficient way to grow your wealth? Consider investing through a Tax-Free Savings Account (TFSA) and open the door to a world of incredible benefits. With a TFSA, you can supercharge your investment strategy while enjoying significant advantages. Here's why investing through a TFSA is a game-changer:

I wanted to take a moment to explain the benefits of investing through an RRSP (Registered Retirement Savings Plan).

Starting January 1, 2023 you can contribute an additional $6,500 to your tax-free savings account (TFSA). This is an increase from last year's contribution limit of $6,000. This brings the lifetime total contribution limit to $88,000 - provided you were at least 18 years old in 2009.

Starting January 1, 2022 you can contribute an additional $6,000 to your tax-free savings account (TFSA). This brings the lifetime contribution limit to $81,500 total, provided you were at least 18 years old in 2009.

With a TFSA, you have the ability to contribute up to the maximum allowable anytime during the calendar year. Any unused contribution room carries forward.

In an investment universe where stocks are at or near all-time highs, bond yields and interest rates near all-time lows it is becoming increasingly difficult to find investment opportunities offering a favourable risk-reward ratio or securities deemed undervalued.

If you are like me, you have probably been made aware that life insurance is an important part to estate planning and tax-free wealth accumulation. However you might have many questions - such as:

Recently we conducted a web conference to introduce PI Financial's discretionary managed accounts program (more info here).

After last week's blog about PI Financial's discretionary managed accounts program, I had received several emails from clients asking about the 6 unique portfolios overseen by our interna

In my last blog post (read here) I highlighted PI Financial's discretionary managed accounts program. This program is overseen by our internal portfolio management team who manages six unique model portfolios consisting of mid to large cap equities, bonds and ETFs.