My Blog posts

Warren Buffett: Three Tips for the Novice Investor. Also, what Dave calls bottom up investing, vs top down. If you learn one thing today. Let it be three.

Aug 201 min

Warren Buffett: Three Tips for the Novice Investor. Also, what Dave calls bottom up investing, vs top down. If you learn one thing today. Let it be three.

Warren Buffett is recognized as an icon of investing, a billionaire, and a philanthropist, and he is known for his frugal lifestyle. His...

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David Shortill

May 145 min

Six important retirement strategies:

Partial RRIF conversion If you have eligible pension income, you may qualify for the pension income amount. This is a tax credit that can...

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David Shortill

Apr 173 min

Federal Budget - What's in it for you?

A pretty bland budget if you ask me. Here are the items that may affect your family: The following measures aim to make homeownership...

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David Shortill

Apr 83 min

PURPOSEFUL GOAL SETTING

STEP 1: REFLECT ON THE PAST YEAR Before you dive into the new year, take some time to think about 2023. You’ve come a long way since last...

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David Shortill

Mar 154 min

Tax changes for the 2023 filing season

Here’s a handy roundup, from home office expenses to house flipping: Taxes may well be a certainty of life, but they can morph and...

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David Shortill

Feb 95 min

Have rates peaked in Canada?

The Bank of Canada (The BoC) signals it has reached peaked rates as the BoC held its benchmark overnight interest rate steady at 5% at...

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David Shortill

Jan 303 min

The First Home Savings Account

For many of our clients, the number one savings goal (apart from saving for retirement) is buying their first home. If you or someone you...

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Warren Buffett's Four Rules to Financial Success:

David Shortill

Jan 103 min

Warren Buffett's Four Rules to Financial Success:

1. Pay yourself first As Buffett has noted and demonstrated on multiple occasions, you should "pay yourself first" by putting a portion...

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Goal Setting Points from Business for Business Networks

David Shortill

Jan 42 min

Goal Setting Points from Business for Business Networks

Setting goals for the new year is a great way to focus your efforts and work towards personal and professional growth. Here are some tips...

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The new retirement is going to be a long haul...

David Shortill

Nov 17, 20233 min

The new retirement is going to be a long haul...

Rising life expectancies make planning a challenge, but new tools and strategies can help you reach your goals. I like to call it a...

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David Shortill

Oct 13, 20235 min

Commute or not to Commute?

When leaving an employer, many people are faced with the decision to leave their pension entitlements on a paid-up basis with their...

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David Shortill

Aug 30, 20231 min

When should we take our CPP, or OAS?

When to claim benefits from Canada Pension Plan (CPP) – is an important financial decision for retiring Canadians. With an ageing...

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David Shortill

Aug 8, 20233 min

Where are interest rates going next?

CORRA forecast curve holds clues about where interest rates could go next ROBERT MCLISTER SPECIAL TO THE GLOBE AND MAIL PUBLISHED AUGUST...

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Inflation in check, but economy needs to be slowed

David Shortill

Jul 12, 20234 min

Inflation in check, but economy needs to be slowed

June 2023 Global equity markets advanced over the month of June. Global equities got a boost at the beginning of the month when U.S....

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Online Security to save you some serious grief:

David Shortill

Jun 21, 20234 min

Online Security to save you some serious grief:

Email security should be at the top of your priority list as hackers are constantly finding new ways to gain access to personal and...

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David Shortill

Jun 14, 20232 min

How important is planning your future?

Planning for your future is crucial for several reasons: Goal Setting: Planning helps you set clear and achievable goals for yourself. By...

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History of Stock Market Crashes and subsequent Bear Market

David Shortill

Jun 7, 20230 min

History of Stock Market Crashes and subsequent Bear Market

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7 legal documents to have ready at retirement.

David Shortill

May 7, 20234 min

7 legal documents to have ready at retirement.

Paperwork is a part of life, and retirement is no exception. This includes a variety of legal documents we suggest our clients have on...

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Federal Budget 2023, what's in it for you?

David Shortill

Apr 3, 20231 min

Federal Budget 2023, what's in it for you?

Key points from Canada’s budget As announced by Finance Minister Chrystia Freeland, the deficit for the fiscal year ending March 31 grew...

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This will not be another 2008 Banking Collapse

David Shortill

Mar 20, 20233 min

This will not be another 2008 Banking Collapse

Herewhatvoir Given the collapse of Silicon Valley Bank (“SVB”) and challenges at Credit Suisse Group AG, concerns about the global...

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My Blog posts

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