by Rona Birenbaum BAS CFP®, CHFS | Feb 16, 2018 | All About Investing, Cash Flow Concerns, Risk Management
Back in late 2008 a client of mine shared an article with me about a new mutual fund company called EdgePoint. I did the research, and as a result, discovered one of Canada’s premiere investment management firms. Our clients were some of the earliest EdgePoint...
by Rona Birenbaum BAS CFP®, CHFS | Feb 1, 2018 | In the News
International stock markets are increasingly volatile, but some experts suggest that rapid changes could actually be good for you. Financial planners note that stock market downturns are normal and that experiencing this amount of volatility could actually help...
by Rona Birenbaum BAS CFP®, CHFS | Jan 19, 2018 | All About Investing, Musings
Recently a client sent me an interesting note ending with two excellent questions about how our investment managers keep their feet on the ground. I enjoyed his note, and decided to share both the note and my answers with you. I’ve just read the trailer of a book...
by Rona Birenbaum BAS CFP®, CHFS | Jan 9, 2018 | All About Investing, All About Tax, Retirement
Time flies when you’re saving money. Lo and behold, you are turning 71 which is the deadline for converting your Registered Retirement Savings Plan (RRSP) into a Registered Retirement Income Fund (RRIF). A portfolio strategy suitable for accumulating a retirement...
by Rona Birenbaum BAS CFP®, CHFS | Dec 18, 2017 | In the News
Surging investor confidence in early 2018 is starting to look like reckless enthusiasm. Investors have lately shown a willingness to take on risk in search of home-run returns, and the investment industry is serving up products to capitalize. Download Article (PDF)...
