Matt Buie
CFP® Senior Financial Planning Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
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The Playbook – January 20, 2019
January 20, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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The Playbook – January 13, 2020
January 17, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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RRSP versus TFSA: Did you ever have to make up your mind?
December 30, 2019 • Investment Planning, Retirement Planning
Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings.
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Couples without children approach financial planning differently
December 30, 2019 • Financial Planning
The financial media focuses on couples with children, but there’s almost an equal number of couples without children. We’ve got financial planning insights for this hidden demographic.
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Watch out for the windfall syndrome
December 30, 2019 • Financial Planning
When money comes your way that’s not from your paycheque, can you spend those dollars lavishly or should you use the funds practically? Find out some thoughts about this decision.
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Want to see into the future?
December 30, 2019 • Financial Planning
Many life decisions we need to make today would be a lot easier if we only knew what our financial situation will be in the future. Find out how we can help with that.
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Quick, name your most valuable asset
December 30, 2019 • Insurance Planning
You likely have insurance right now that protects your income if you can’t work because of an illness or injury. But find out if that insurance gives you all the coverage you may need.
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The Playbook – December 16, 2019
December 16, 2019 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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Bears Come Knocking
December 13, 2019 • The Big Picture
Not surprisingly, the financial press continues to dwell on the length of the current positive run in U.S. equities.
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Answering Your Questions on Fixed Income
December 13, 2019 • Portfolio Construction
Despite the challenges presented by the fixed-income market, the asset class can still be an effective hedge against equity market risk.
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