Want to Retire Rich? Better Join the Public Sector

February 17, 2015 12:00 pm

The rest of us? Not so much. Welcome to the multi-tiered retirement system in Canada. A two-tiered system A while ago, I read an article discussing Canada’s evolution into a two-tier class system. No, we’re not talking about the 1% and everyone else, the class system referenced in this article […]

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Gail Vaz-Oxlade Explains Why Learning About Money is a Life Lesson

April 10, 2014 12:09 pm
Gail Vaz-Oxlade

Spring-cleaning season is a good time to face some other things you’ve been putting off. OLM sat down with Gail Vaz-Oxlade, the Canadian personal finance guru and host of the TV shows Til Debt Do Us Part and Princess to get some tips about getting your personal finances in order. […]

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Canadian Snowbirds and U.S. Income Tax

December 4, 2013 10:50 am
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If you plan to spend your winters in the U.S., you should be concerned with more than just ensuring your passport is up-to-date and that your bags are packed. Snowbirds – Canadian residents who spend part of each year in the United States – need to be aware of the […]

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Having a TFSA works. Get one working for you.

September 13, 2013 11:38 am
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The Tax-Free Savings Account (TFSA) was introduced in 2009 and offers Canadians a unique and flexible planning opportunity to save for financial goals. Contributions to a TFSA are not tax deductible for income tax purposes, however, savings grow tax free. In addition, there is no tax payable when you make […]

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Canadian Bank Stocks: Not Immune to Volatility

July 25, 2013 10:37 am

Canadian banks often receive positive press for being some of the safest banks in the world, a title that has been earned through the global financial crisis of 2008. However, as a diligent investor, it is important to realize that even well-run businesses carry risks which need to be managed […]

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Mortgage Industry Leaders Offer Insight into the Changing Landscape of Canadian Home Financing

June 28, 2013 10:59 am
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What are the worst-case scenarios? Why are you seeing them? What can be done? By Gretchen Casey You’re behind on credit card payments, mortgage payments, property taxes and/or utilities – as a home owner, this is a worst-case scenario. As a mortgage agent, we’re here to evaluate the situation and […]

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THE U.S. MARKET: Overpriced or Undervalued?

May 30, 2013 2:54 pm

Since the bottoming of the global financial crisis that took place in 2008, investors’ risk appetite has increased as they have been shifting assets from bonds, cash, and gold to the equity market. With the U.S. economy showing signs of improvement, many market watchers are looking south of the border […]

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Four Pillars to Financial Peace of Mind

April 2, 2013 11:59 am

By Kash Pashootan Achieving success with your financial plan is much like building a house. It requires a strong foundation to carry the weight of your financial goals. A complete financial plan will provide you with integration of retirement planning, estate planning, investment management and tax planning. These four pillars […]

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Adding Value to Your Portfolio With Active Management

January 21, 2013 12:20 pm

By Kash Pashootan As financial market conditions continue to be volatile due to global economic headwinds, there has been much talk recently about a recurrent debate: does active or passive portfolio management deliver better results. There is a view held by some that the average portfolio manager will underperform index […]

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What It Takes to Be a Top Money Manager

May 30, 2012 4:04 pm

Kash Pashootan has over a decade of experience in the financial services industry and certainly looks the part of a seasoned money manager. However, in the competitive, demanding, and results-driven investment management profession, looking the part only gets you so far. What sets Pashootan apart are his results and track record.

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The European Debt Crisis Decoded

February 10, 2012 12:42 pm
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If you’re tired of hearing about and the European sovereign debt crisis, you’re not alone. It has been hanging over the global financial markets for well over two years now and progress on developing a comprehensive solution to address it has been painfully slow. German Chancellor Angela Merkel, one of […]

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Top of Investors’ Minds: The exponential rise in the price of gold.

October 10, 2011 12:46 pm
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By Kash J. Pashootan Whether you’re an investor or on the sidelines watching the markets, Canadians want to know, seemingly more than ever, how global financial events impact their financial security. The underlying desire to understand the impact stems from the transition of our country’s demographics. Baby boomers, people born […]

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