Your Unique Goals, Our Tailored Approach
Wealth Management Servicing Toronto and Surrounding Area
02/15/2023
Difficult decisions need to be made if your mortgage is renewing. Great article discussing the different options.
Their mortgage is coming up for renewal and they can’t afford a higher rate. What are their options? Locking into a short-term fixed rate can be a helpful strategy for homeowners looking to renew.
With market uncertainty, does investing small amounts periodically make more sense, or should you just invest lump sum?
07/31/2020
Do you discuss money and finances with your kids? What lessons do you teach them that you wish you learnt at an early age?
Six things almost every parent does that set kids up for financial misery Parents may hate talking to their kids about money but that could be setting them up for future failure.
03/02/2020
It is great to see The Globe and Mail recognize Paradigm Wealth Management for being client focused, transparent, and fee conscious.
Making the transition to fee-based is difficult but worthwhile The process can take advisors a lot of time, but it can lead to greater transparency and lower fees for investors
11/06/2018
Statistics don’t lie. The vast majority of actively managed mutual funds underperform their respective indices over time. Evidence-based investing as we call it at Paradigm Wealth, is at the forefront of how we manage our clients money. By utilizing both traditional and modern portfolio management strategies, our clients are better positioned to meet their goals. It’s important to know what’s in your portfolio. Do you?
Canadian equity fund managers struggle with performance: report | Investment Executive Over a one-year horizon, the majority of active managers once again failed to beat their respective benchmarks
10/29/2018
Great article talking about TFSA limit for 2019, as well as common questions people have about their TFSA.
It’s beginning to look a lot like… a higher TFSA limit We probably won’t know officially until December, but the limit will almost certainly rise in the new year to $6,000 from $5,500
10/22/2018
Canadian business owners need to act now to avoid losing the small business deduction and pay undue taxes. Great article in the Investment Executive. Contact us to determine if this will impact you and your corporation.
Act now to avoid losing small business tax deduction | Investment Executive CIBC report offers strategies for advisors and business owners
09/27/2018
Understanding what you pay regarding your investments is critical. Not only the advisor cost, but the cost of the product as well as HST. Fees will impact your returns over time. Ensure you are getting fairly priced financial advice!
Investors more confident in mutual funds, discerning of fees | Investment Executive The percentage of clients who are aware of the changes requiring more cost and performance disclosure in their mutual fund statements rose greatly year-over-year
