Calgary Financial Advisors

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How to Reduce Your Tax Bill Before the End of the Year
How to Reduce Your Tax Bill Before the End of the Year

Summary A little planning before the end of the year can help you avoid paying more tax than necessary. Things like reviewing your RRSP contributions, checking your TFSA room, looking at investment gains or losses, and organizing eligible expenses can all make a...

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Should You Pay Down Your Mortgage or Invest?
Should You Pay Down Your Mortgage or Invest?

Summary If you have extra money available, deciding whether to put it toward your mortgage or invest it can be a tough call. Paying down your mortgage can reduce interest and give you more peace of mind, while investing gives your money more opportunity to grow over...

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What Happens to Your Investments During a Recession?
What Happens to Your Investments During a Recession?

Summary Recessions can make even experienced investors feel uneasy. Markets may fall, financial headlines become increasingly negative, and it can feel like you need to act quickly to protect your money. In many cases, however, reacting emotionally can do more harm...

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How Much Money Do You Need to Retire Comfortably in Canada?
How Much Money Do You Need to Retire Comfortably in Canada?

Summary There is no perfect retirement number that works for every Canadian. The amount you need depends on your lifestyle, where you live, whether you own or rent, your health needs, your taxes, and the income you expect from CPP, OAS, pensions, and personal savings....

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