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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
- 5 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
- 1 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
- 3 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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David Shortill
- Jul 12
- 4 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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David Shortill
- Jun 21
- 4 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
- 2 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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David Shortill
- May 7
- 4 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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David Shortill
- Apr 3
- 1 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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David Shortill
- Mar 20
- 3 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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David Shortill
- Mar 7
- 3 min
Where are the returns?
February brought increased volatility for the markets as investors dealt with the prospect of central banks keeping rates higher for...
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David Shortill
- Feb 12
- 2 min
Andrew Harris is now an associate of Orca Wealth and Insurance services. Giving back to his fans.
Major announcement out of The VI Raiders Football Club. After this morning's news, Andrew Harris has signed a one-year contract with the...
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David Shortill
- Feb 6
- 3 min
Loading up your RRSP, don't forget about TFSA
RRSPs ARE GREAT…ALMOST ALWAYS 1. Contributions to an RRSP will grow most investments tax-free, but the entire RRSP will be fully taxed...
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David Shortill
- Jan 9
- 3 min
Real Estate predictions for 2023
Home prices in Canada’s biggest markets ended 2022 well below the soaring peaks posted earlier in the year. Now the question is: How much...
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David Shortill
- Dec 12, 2022
- 1 min
Year End Tax planning Tool kit
The best time to start tax planning is in the Fall. Here is a downloadable booklet to help save some tax. Contact Dave for a referral to...
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David Shortill
- Dec 7, 2022
- 1 min
Is the Canadian Real Estate Bubble about to burst?
The incredible rise of Canadian housing prices Canada’s housing market has been attracting attention both domestically and globally for...
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David Shortill
- Nov 2, 2022
- 4 min
Inflation in Canada (a mismanaged country)
Worldwide inflation continues to run rampant, and Canada has been hit particularly hard by rising prices. Through 2022, we have faced...
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David Shortill
- Oct 5, 2022
- 1 min
Some 4th quarter positives
"Stocks rally sharply for the second day" U.S. and Canadian stocks rallied for a second straight day on Tuesday after softer U.S....
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David Shortill
- Sep 2, 2022
- 1 min
The Bank of Canada and Monetary Policy divide
The objective The objective of monetary policy is to preserve the value of money by keeping inflation low, stable, and predictable. This...
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