by Simon Chun | Nov 8, 2023 | Blog, News, Perspectives from a Millennial
The First Time Home Savings Account Introduced in the 2022 Federal Budget, the First Time Home Savings Account (FHSA) is a registered plan that combines the best features of the TFSA and RRSP in helping Canadians save for their first home purchase. We hope to be able...
by Simon Chun | Oct 21, 2019 | Blog, News, Perspectives from a Millennial
First of all, there is no such thing as a free lunch! In March 2019, Canadian Federal Minister of Finance, Bill Morneau, presented the Liberal government’s federal budget for fiscal year 20201. While the budget considers many wide sweeping changes to various hot...
by Simon Chun | Jul 25, 2019 | Blog, News, Perspectives from a Millennial
ESG Investing incorporates environmental, social, and governance (ESG) factors in the decision making process for what securities to include in a portfolio. There are several organizations such as MSCI and Sustainalytics who rate companies based on how they perform,...
by Simon Chun | Feb 4, 2019 | Blog, Perspectives from a Millennial
Well, football season is officially over. The New England Patriots, led by G.O.A.T. quarterback Tom Brady, clinched their sixth Super Bowl win against the Los Angeles Rams. In addition to the record-setting win by the Pats, it was also a record setting game in terms...
by Simon Chun | Jan 28, 2019 | Blog, Perspectives from a Millennial
In mid-December 2018 I was exchanging messages with a friend who runs his own self-directed investment account through a discount brokerage. Over the course of several years, his investment performance was, on paper, “doing fine”, corresponding to the systematic rally...
by Simon Chun | Jan 10, 2019 | Blog, Perspectives from a Millennial
Happy New Year! Christmas and the holidays have come and gone, leaving us with fond memories, full bellies, and hopefully a well-rested start to 2019. Top on the list of many people’s New Year’s resolutions is to get their fitness and health in check, but few fail to...
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