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Category Archives: Investor Education

Home / Archive Category: Investor Education

Maximizing the Benefit of Philanthropic Giving

Nov 23, 2020John TabetArticles, Blog, Investor Education

For high-net-worth and ultra-high-net-worth families, leaving a lasting legacy through philanthropy is very often a central priority that spans multiple generations. Many of my own clients – and their millennial…

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Lower Your Tax Bill Through Charitable Giving

Nov 23, 2020John TabetArticles, Blog, Investor Education

Over the last number of years, my interactions with clients have shown a clear and undeniable trend: today’s investor is moving away from the conventional separation of wealth creation and…

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Cash Flow Strategies and Government Incentives in the Time of COVID-19

Apr 21, 2020John TabetArticles, Blog, Investor Education

Business Owners & Self-Employed, As one of my business-owner clients, you have been very much on my mind as the COVID-19 crisis continues to disrupt our economy in far-reaching and…

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Are Investors Playing Chess or Checkers?

Sep 4, 2019John TabetArticles, Investor Education

Today is the final trading day of notional ‘summer’. Notional you ask? Summer technically began on Friday June 21st and ends on Monday September 23rd. For many, summer begins the…

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What is all the fuss about Robo-Advisors?

Jul 30, 2019John TabetArticles, Blog, Investor Education

We’ve had an increase in dinner party conversations about the robo-advisor community. Many investors wonder how I feel about Artificial Intelligence (AI) and the increase in Robo-Advice. Frankly, I think…

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Forget Resolution. For 2019, you need to ask questions.

Dec 12, 2018John TabetBlog, Investor Education

I have a love/hate relationship with my birthday. When my mom went into labour, the doctor asked my dad if he wanted a New Year’s baby or a tax break.…

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Reflecting on 2017 & Preparing for 2018

Jan 4, 2018John TabetBlog, Investor EducationCommentary, Market Summary

As the old year winds down and a new year begins, we take this opportunity to reflect on the investing year behind and the investing year ahead. The Viewstone Investment…

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Investing is about Behaviour

Aug 10, 2017John TabetBlog, Investor EducationMarket Summary

Twenty years ago, an economist gave a speech. This is nothing earth shattering, as economists give a lot of speeches. What is remarkable though is that within that speech, two…

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2017 Canada’s Budget

Apr 3, 2017bcniInvestor Education

The Liberal government announced changes in their Budget on March 22, 2017 that effect your personal finances.

When Plans Come to Fruition

Sep 6, 2016Lara HuskaArticles, Investor EducationEducation, Government, RESP

I knew today would come. I knew it, I thought about it, I planned for it, and yet I find I am still not ready to admit that this day…

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  • Lower Your Tax Bill Through Charitable Giving
  • Cash Flow Strategies and Government Incentives in the Time of COVID-19
  • Recent Market Volatility
  • Viewstone Investment Team is pleased to announce that Nick Lall has joined our growing team

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Latest Articles

  • Maximizing the Benefit of Philanthropic Giving
  • Lower Your Tax Bill Through Charitable Giving
  • Cash Flow Strategies and Government Incentives in the Time of COVID-19
  • Recent Market Volatility
  • Viewstone Investment Team is pleased to announce that Nick Lall has joined our growing team
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