fbpx

Articles

Learn about the fundamentals of wealth management, portfolio composition, tax and financial planning. 

Financial Planning Case Study: Navigating the Decade to Retirement

Posted by Ludmil Natchev 06-11-2023

In the evolving landscape of financial planning, the case of Jack and Jill offers insightful...

READ More

The Invesco QQQ ETF: A Decade of Outperformance

Posted by Bristol Capital Management 22-09-2023

The Invesco QQQ ETF ranks as one of the world's most popular investment products.

READ More

Optimizing Asset Location for Tax Efficiency

Posted by Ludmil Natchev 22-09-2023

When formulating your investment strategy, you've probably focused on asset allocation, which...

READ More

Financial Planning Case Study: Making Work Optional for High-Income, Mid-Career Professionals

Posted by Ludmil Natchev 20-09-2023

In the complex landscape of financial planning, high-income, mid-career professionals often find...

READ More

The January Effect

Posted by Ludmil Natchev 11-01-2023

Last year was pretty rough for stock and bond markets, but January may bring some respite even if...

READ More

TFSA: Beneficiary vs Successor Holder

Posted by Ludmil Natchev 27-12-2022

In Canada, the Tax-Free Savings Account (TFSA) ranks as one of the most powerful tools for securing...

READ More

Why Are Central Banks Losing Money?

Posted by Ludmil Natchev 15-12-2022

For the first time in recent history, North American central banks are losing money.

READ More

Dealing With Unused RESP Funds

Posted by Bristol Capital Management 07-12-2022

The RESP is the main tool for Canadians looking to assist their children with the substantial cost...

READ More

Stock Buybacks Explained

Posted by Bristol Capital Management 14-11-2022

The Canadian government recently introduced a new tax on stock buybacks that will take effect in...

READ More

Buying Real Estate Through A Corporation

Posted by Bristol Capital Management 14-10-2022

When buying property, there are many things to consider before going through with the purchase.

READ More

How the First Home Savings Account (FHSA) Works

Posted by Ludmil Natchev 28-09-2022

The rise in housing prices and deteriorating affordability conditions in the last decade have...

READ More

Introduction to the Registered Disability Savings Plan (RDSP)

Posted by Bristol Capital Management 19-07-2022

The registered disability savings plan (RDSP) is one of the most lucrative yet underutilized...

READ More

What Are ETFs and How Do They Work

Posted by Bristol Capital Management 08-07-2022

Exchange Traded Funds (ETFs) have become extremely popular in recent years.

READ More

Everything You Need to Know About Bonds

Posted by Bristol Capital Management 06-07-2022

The bull market in bonds that started almost 40 years ago in 1982 has come to an end in 2022.

READ More

Locked-In Retirement Account Basics

Posted by Bristol Capital Management 23-06-2022

Pensions serve the essential role of replacing or adding on to income in retirement.

READ More

How the CPP Dropout Provisions Work

Posted by Bristol Capital Management 22-10-2021

CPP rules can be complicated and there are several provisions that can affect your pension benefit.

READ More

Commuting a Pension

Posted by Bristol Capital Management 17-05-2021

Individuals with a Defined Benefit Pension Plan (DBPP) often face a tough decision when they leave...

READ More

How Does a Pre-Existing Condition Affect Insurability

Posted by Bristol Capital Management 06-05-2021

It is a common misconception that having a pre-existing condition means that you automatically do...

READ More

Implications of Retiring Abroad

Posted by Bristol Capital Management 05-05-2021

There are many reasons Canadians decide to spend their retirement years in a different country.

READ More

Are Trusts Still Worthwhile?

Posted by Bristol Capital Management 03-05-2021

Trusts are a powerful tool used in tax and financial planning.

READ More

What Business Owners Need to Know About Health Spending Accounts

Posted by Bristol Capital Management 21-04-2021

Employers are always looking for an edge when it comes to attracting new talent and offering...

READ More

Defined Contribution Pension Plans vs Group RRSPs – Basics for Business Owners

Posted by Bristol Capital Management 19-04-2021

Employers have several options available to them when it comes to setting up a retirement savings...

READ More

One Less Reason to Hate the CRA

Posted by Bristol Capital Management 14-04-2021

With April’s tax filing deadline around the corner many Canadians will soon be reminded how...

READ More

The Essential Estate Planning Checklist

Posted by Bristol Capital Management 12-04-2021

While uncomfortable to think about, planning for when you are no longer here can save your loved...

READ More

When Can Work Become Optional?

Posted by Bristol Capital Management 06-04-2021

Everyone wants to know the answer to the question, “How much money will I need to retire?

READ More

What Happens if You Overcontribute to Your TFSA

Posted by Bristol Capital Management 24-03-2021

With RRSP season behind us, it is time to review your TFSA contributions.

READ More

Introduction to Structured Notes

Posted by Bristol Capital Management 30-07-2020

Structured notes have emerged as a unique investment vehicle in the financial landscape.

READ More
  • Subscribe To Our Newsletter

Sign up to receive our newsletter, market commentary and trends, recent publications, and list of events.