Brief
Preparing an estate directory

Preparing an estate directory

Imagine if an estate executor (or personal representative, liquidator or estate trustee, depending on the province) was about to administer an estate, only having the will. They would have a tough time searching for contact people, important documents and hidden information. That’s why it’s important to develop an estate directory including everything your executor needs.

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Filing taxes? Remember pandemic support payments are taxable income

Filing taxes? Remember pandemic support payments are taxable income As you pull together all the usual slips and information to prepare for the tax filing season, don’t forget about the potential impact of the government’s pandemic support programs. The most important thing to know is that income from all Government of Canada’s pandemic support programs

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Keep performance in perspective, especially after a major market event

Keep performance in perspective, especially after a major market event If you pay close attention to your mutual funds’ performance, the past 12 months may have put up some wonky numbers. That’s because the crash of 2020 and the quick recovery could mean wild swings in short-term performance periods like 1-month, 6-month, or 1-year returns.

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Headline versus core inflation: which really matters?

Headline versus core inflation: which really matters? There are two key measures of inflation: headline inflation and core inflation. This year, headline inflation has dominated the headlines, but which is the most important for investors? Headline inflation. Headline inflation is a kind of “raw” inflation figure reported through the Consumer Price Index (CPI) as measured

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Are fund investors learning not to panic?

Are fund investors learning not to panic? When the stock market experiences a crash, as it did in the spring of 2020, the script is predictable: investors sell their stocks and take refuge in “safer” fixed-income and cash-equivalent securities. A U.S. research company, DALBAR, has been documenting this behaviour and the price mutual fund investors

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