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After getting married in 1979, Marie Louise Calvert started showing signs of cognitive decline in 1993. She was diagnosed and found to be suffering from the early stages of Alzheimer’s disease. She was represented by a litigation guardian (her daughter from a previous marriage) and sought a divorce, equalization of net family property, and support from Ashton Calvert, who was a widower when they met.
As warmer weather starts to make its way to Canada and the familiar urge to start spring cleaning begins, consider starting your annual clean-up with your online financial life. Today, most of your financial life is online: bank accounts, credit cards, tax software, crypto wallets, brokerages and more. Think about your digital financial footprint like a garden – left untended, it grows ‘weeds’ in the form of dormant subscriptions, security vulnerabilities and outdated information. A few hours of ‘digital weeding’ conducted with the same rigor as you would organize your filing cabinet can help protect you in the future.
In 2011, Mark Andreessen, the famous venture capitalist, made a profound statement that “software is eating the world” to capture a fundamental shift in digital technology that was going to transform every industry.
Purchasing your first home can be one of the most important financial decisions you will ever make. There are many things you need to consider when looking to put down roots – the two most obvious being where do you want to live, and can you afford it? Let’s walk through some of the key financial considerations of buying your first home.
With the recent launch of i2i Private Investment Counsel at i2i Capital Management (and throughout our careers in general), Peter Hodson and I have had a chance to see several portfolios of all shapes and sizes over the years. Some big, some small, some focused on income and dividends, some focused on passive income—the list goes on. There can be more than one way to “peel a potato” when it comes to investing, but there are a few common mistakes over the years that we have seen many investors make.
Suburban shopping malls in Canada never recovered from the pandemic. Thanks largely to Amazon, Walmart and Costco, six years after COVID, there is still plenty of room for your car in the parking lots of many suburban malls, often adjacent to the former Hudson’s Bay store or other absent anchor tenant. The discount stores, however, are crowded.
Building wealth can feel overwhelming, especially at the beginning. But similar to planting seeds in a garden, financial growth takes time. A thoughtful plan, attention, consistency, and patience can help you work toward lasting financial security.
Why are software stocks down so much? Is this a buying opportunity, or are they heading even lower?
Whether your traditional investment portfolio is constructed from individual stocks and bonds, mutual funds, Exchange-Traded Funds (ETFs) or any new market-based investments, there is one inescapable reality—your holdings will be subject to the whims and fluctuations of the stock market. And that is not necessarily a bad thing if the gods of investing smile kindly upon you, particularly if you have a properly diversified portfolio suitable for your appetite for risk, time horizon and stage of life. If this sounds like you, then 2025 was probably a banner year.