Objective Financial Partners Blog
RESP Advice For Canadian Citizens Living In The U.S.
The article “RESP Advice For Canadian Citizens Living In The U.S.” was originally published on MoneySense on June 16, 2020. Sohail has become a non-resident of Canada, but still has a RESP account he is contributing to each month. He wants to know how to maximize his Canadian government grants…
Here’s What You Need To Consider Before Taking An Early Retirement Package
The article “Here’s What You Need To Consider Before Taking An Early Retirement Package” was original published on Financial Post on June 11, 2020. Four key things to think about before and after signing on the dotted line The pandemic lockdown and resulting recession have led to a surge…
Borrowing Money To Invest
The article “Borrowing Money To Invest” was originally published on MoneySense on June 10, 2020. Should you open a margin account with your broker, or opt for an RRSP loan? And what are the potential tax benefits and risks? There are different ways to borrow to invest. Opening a…
Does A Spouse’s Real Estate Ownership Cancel Out First-Time Homebuyer Qualifications?
The article “Does A Spouse’s Real Estate Ownership Cancel Out First-Time Homebuyer Qualifications” was originally published on MoneySense on June 4, 2020. Meredith’s husband purchased a condo before they got married. She’s never lived in it, and wonders if she can still qualify to use the Home Buyers’ Plan or…
What’s Involved In Moving Investments From A High-fee Advisor To A DIY Setup?
The article “What’s Involved In Moving Investments From A High-fee Advisor To A DIY Setup?” was originally published on MoneySense on May 27, 2020. Brett is concerned about the fees on his mutual funds and wonders if a fee-for-service advisor can help him and his wife transition to managing their…
Should You Update Your Financial Plan Given Recent Volatility?
The article “Should You Update Your Financial Plan Given Recent Volatility?” was originally published on MoneySense on May 22, 2020. Investors need to expect volatility and plan for it—not only in relation to the COVID-19 pandemic, but always. It’s also important to revisit your financial plan to reflect changes in…
The Pros And Cons of a Dividend Reinvestment Plan
The article “The Pros And Cons of a Dividend Reinvestment Plan” was originally published on MoneySense on May 20, 2020. You may decide that it’s better to receive dividend distributions in cash, especially if you plan to use them for TFSA contributions, or to help fund living expenses. Q. What…
Here’s What Kind Of Return You Can Expect From Stock Markets Going Forward
The article “Here’s What Kind Of Return You Can Expect From Stock Markets Going Forward” was originally published on Financial Post on May, 19, 2020. These factors will help investors and advisors set appropriate expectations about returns Recent stock market volatility has put a spotlight on daily market…
How To Protect Personal Assets If Your Business Fails
The article “How To Protect Personal Assets If Your Business Fails” was originally published on MoneySense on May 6, 2020. With COVID-19 protective measures crushing her already struggling business, Annette fears losing her home if she’s unable to repay business loans that are tied to her personal finances. …
10 Podcasts To Amp Up Your Investing And Financial Confidence
The article “10 Podcasts To Amp Up Your Investing And Financial Confidence” was originally published on MoneySense on May 3, 2020. These Canadian resources make it easy to bone up on a wide range of money concerns. Q. I’m 30 years old and would like to learn more about saving,…
“Records Of My Stock Purchase Have Disappeared. What Now?”
The article “Records Of My Stock Purchase Have Disappeared. What Now?” was originally published on MoneySense on April 22, 2020. Tonya bought shares of a small company, which she sold at a loss. She’d like to use that loss to offset some capital gains, but neither the brokerage nor the…
Death and Taxes: Estate Settlement Can Cost Money, Time and Relationships
The article “Death and Taxes: Estate Settlement Can Cost Money, Time and Relationships” was originally published on Financial Post on April 21, 2020. A properly crafted estate plan should envision the financial and family implications that can draw out for years to come. This is the final instalment of a…
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