This category summarizes all the investment planning posts for Advantage Wealth Planning.
Indices and Benchmarks – Q4 2013 Reviewing the returns of indices and benchmarks is useful for comparing how your portfolio performed when viewing your latest statement. A portfolio is made up of several components based upon your risk profile. For example, a balanced portfolio might have 5% cash, 45% bonds and 50% equities. The Canada Pension Plan portfolio […]
The Value of Financial Planning Study I am a member of the Financial Planning Standards Council (FPSC®). It develops, promotes and enforces professional standards in financial planning through the Certified Financial Planner®/CFP® certification, and raises Canadians’ awareness of the importance of financial planning. FPSC’s vision is to see Canadians improve their lives by engaging in financial planning. A study […]
TFSA versus RRSP? Don’t Leave it to Chance! [ezcol_1half] Read this article to help you decide…click here [/ezcol_1half] [ezcol_1half_end] [/ezcol_1half_end]
TFSA versus RRSP The Tax Free Savings Account, TFSA, was introduced in 2009. The current contribution limit for both 2009 and 2010 is $5,000. If you don’t use it, you don’t lose it i.e. the limits are cumulative. Therefore, if you are age 18 or over in 2009, you now have $10,000 of TFSA room. […]
To Hedge or Not to Hedge…that is the question! In a recent publication in the Globe and Mail, Scotia Capital’s portfolio strategist Vincent Delisle stated that Canada represents 3.7% of the MSCI World Index (source: Globe and Mail Tuesday, September 8, 2009 02:10 PM, “Buy Canada, says Scotia”). While Canada is undoubtedly a great place […]