5 Common Retirement Mistakes and How to Avoid Them
How Investors Can Beat Record Inflation and Rising Interest Rates – the Benefits of Dividend Growth Strategies
Strategic Investing During Turbulent Times: 5 Easy Principles to Navigate Market Uncertainty
Ukraine-Russia War: Strategies to protect your portfolio
Russia’s invasion of Ukraine has heightened volatility in stocks, bonds, commodities and currencies. While it’s important for investors to assess the economic impact and potential for future disruptions, it’s also critical to assess the situation from a rational and long-term perspective, no matter how hard it may seem today. In this blog, we’ll walk you […]
Meet our new Chief Operating Officer and Chief Compliance Officer
Bellwether Investment Management is pleased to announce the appointment of Julianna Varpalotai-Xavier as Chief Operating Officer and Chief Compliance Officer.
What are the Tax Implications of Charitable Giving?
According to Statistics Canada, Canadians contribute billions of dollars to charity every year, more recently $10.3 billion in 2019. Most people don’t seem to be motivated by tax incentives to donate to a good cause. There is, however, no disadvantage to claiming charity tax credits when filing your income tax return: it is simple and […]
Making a Difference: How to Optimize Your Charitable Giving Strategy?
While a charitable contributions plan should never be pursued primarily for the goal of claiming a tax credit, there are methods you can contribute to help charities in need today while simultaneously claiming the maximum benefit available to you. The ideal charitable giving strategy for you will be determined by your age, the quantity and […]
How to structure your investments for retirement
Structuring your investments is a critical consideration as you approach retirement. But how do you structure them? How do you fund your retirement in the right way, achieving reliable growth of wealth as well as cash flow? Let’s take a look.
Never too early or too late: When to start planning for retirement?
It’s difficult to say exactly how much money you will need once you retire — lifestyles, circumstances and needs vary — but it is estimated that Canadians require around $1M to retire comfortably. This is a little worrying when we consider that 32% of Canadians between 45 and 64 years old have no retirement savings, and 43% […]
How COVID-19 Is Impacting Retirement Planning
The COVID pandemic has upended everyday life and changed our view of the future. Many Canadians have also experienced some degree of financial upheaval, either through a job loss, thwarted business plans, or even time off work due to illness. For those nearing retirement, pandemic-related financial disruption can pose a lot of challenges. Let’s look […]
When Should You Start Planning for Retirement?
When it comes to personal financial goals, saving enough money to live comfortably during retirement is one of the most critical, yet many Canadians don’t believe they’re saving enough. According to a 2020 Scotiabank Retirement Survey, 68 percent are saving for retirement, but 70 percent are worried that they’re not on track. The earlier you start […]