Blog

Microsoft Killing it in the Cloud Tag: Financial Planning

Posted by Ian Clark

Join Ian David Clark, CIM, and Steve Bokor, CFA as they discuss:

• Tax Loss Harvest Season
• Microsoft Crushing it in the Cloud
• Big Tech Big Week with Earnings

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Hot for Real Estate Tag: Financial Planning

Posted by Ian Clark

Join Ian David Clark, CIM and our guest, Veronica Crha as they discuss what is happening in our local real estate market.

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The Wackiest US Election: What's the Investment Impact? Tag: Financial Planning

Posted by Ian Clark

Join Ian David Clark, CIM - Portfolio Manager for a bi-weekly conversation about investment markets.

In this week's video, we are joined by Steve Bokor, CFA to explore the U.S election stock market outcome, the housing boom and take the Pepsi/Coke Challenge.

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Why is the DOW Lagging the S&P 500 & NASDAQ? Tag: Financial Planning

Posted by Ian Clark

Join Ian David Clark, CIM - Portfolio Manager for a bi-weekly conversation about investment markets.

"Alpha" is a measure of the active return on your investment, in other words, the performance of that investment when compared with a suitable market index. An alpha of 1% means the investment's return on investment over a selected period of time was 1% better than the market during that same period. That's what we do - aim to add Alpha to your portfolio over the long term.

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How Financial Advisors Can Help You Avoid Risk Tag: Financial Planning

Posted by Ocean Wealth

There’s always a risk associated with any reward. That’s as true for a 5-year-old playing a video game as it is for a Fortune 500 business owner.

The goal in life is to assess whether that risk, no matter how big or small, is worth the reward.

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How to Make the Most of Your RESPs Tag: Financial Planning

Posted by Ocean Wealth

In the span of a decade, from 2006 to 2016 alone, the average Canadian university tuition rate rose 40%. That number has shown no signs of slowing down anytime soon, either. For the 2017-2018 academic year, average tuition costs in Canada hit $6,571 — a 3.1% increase from the year prior...

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Optimize Your Retirement Income with These Tips Tag: Financial Planning

Posted by Ocean Wealth

The primary purpose of financial planning is retirement. One day you'll be hanging up your work keys and giving up the 9 to 5. 

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Busting 8 Estate Planning Myths Tag: Financial Planning

Posted by Ocean Wealth

When it comes to estate planning, there are still some common myths proving tough to kill. Many individuals are unsure of what estate planning is and why you need an estate plan.

Quite frequently, we see individuals and families choosing to forgo setting up an estate plan for a combination of these myths.

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How to Make your Finances Recession-Proof Tag: Financial Planning

Posted by Ocean Wealth

By now we've all heard that Canada, and the globe, is projected to experience a recession this year. This is mainly due to COVID-19 and how this pandemic has halted many industries and economies.

This isn't the first time that we've experienced a recession and chances are — it won't be the last. So how can you recession-proof your money and protect it?

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LIF 101: An Introduction to Life Income Funds Tag: Financial Planning

Posted by Ocean Wealth

Financial planning and retirement planning are like peanut butter and jelly — you can’t really have one without the other.

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Looking to Be an Entrepreneur in Retirement? Read This First Tag: Financial Planning

Posted by Ocean Wealth

The wheels don’t stop turning in your head just because you’ve retired. In fact, some of the top entrepreneurs in the world didn’t get their start until later in life. American icon and KFC founder Colonel Sanders, for example...

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Financial Planner vs. Accountant: Which One Do You Need? Tag: Financial Planning

Posted by Ocean Wealth

We can probably all agree that financial planning is pretty darn important. Whether you’re spending within the confines of a monthly budget or saving for a new home — there’s a good chance you’re already doing it without even knowing. Alas, there may come a time when you need a helping hand to navigate challenging financial hurdles like investments and taxes.

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