Category: Financial Planning

Dollar-Cost Averaging

| Financial Planning, Market Insights

There is ongoing debate about the pros and cons of Dollar-Cost Averaging (DCA). This is a process where an investment is made, at regular intervals, regardless of an asset’s price. For example: Emily wants to contribute to her TFSA as part of a 5-year plan to save enough for a condo down payment. She has ...

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What’s Next

| Financial Planning, Tools, Talks & Resources

What’s next? On one hand I want to say, “who the heck knows!?”. But on the other hand, I do know some things. Beginning in February, Kamal and I are going to deliver a six-part lunch hour workshop series called Cash Flow Connections, focusing on the connections that need to be made between knowledge, behaviour ...

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Transitions

| Financial Planning

One of my favourite stories is about a senior client who once said to me, “I’ve had five marriages!” “Wow!” I replied. She continued, “All to the same man!” She had been married 65 years. Regardless of how relationships unfold or their time frame, one of the most helpful ways to view our relational journeys ...

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