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What Should I Do With My Investments?

By |2020-05-07T14:06:19-04:00May 7th, 2020|Investing, Managing Your Money|

Weathering the Storm and Sailing into Smoother Water (Reading Time: 4 minutes) The global pandemic has changed our lives. As we stay home and adjust our lives to suit our new physical and financial realities, many of us are wondering about our financial future. Every week I hear from members asking important questions: What

Responsible Investing: Giving Back and Getting More

By |2020-03-12T14:16:58-04:00March 12th, 2020|Investing|

Have you heard of responsible investing (RI)? Maybe you’ve heard of socially responsible investing, or sustainable, impact, or ethical investing. They’re all the same great idea: a type of investing that aligns your values with your money to give back. Responsible investing takes your social, environmental, and ethical values, and uses them to determine

RRSPs vs TFSAs

By |2019-10-07T13:38:10-04:00October 7th, 2019|Investing, Managing Your Money|

From our previous blogs What is a TFSA, really? and What is an RRSP? you can learn both offer tax advantages to help you reach your savings goals. Which should I choose? If it fits into your budget, a good strategy is to contribute as much as you can to both. But if you

What is an RRSP?

By |2019-09-25T17:32:26-04:00September 25th, 2019|Investing, Managing Your Money|

An RRSP (Registered Retirement Savings Plan) is a type of account you can use to defer income taxes until you retire, when you will theoretically have less income. Similarly to a TFSA, there are different types of investments you can direct your plan towards, including mutual funds and GICs. You are allowed to

Community and Wealth: Living with Your Investments and Yourself Post-Retirement

By |2019-05-26T17:19:50-04:00May 26th, 2019|Investing, Managing Your Money|

At PenFinancial, we know that retirement is both a goal and a destination. I meet many people that have planned for how to get to retirement, but have no idea what to do with their finances or their time when they get there. They struggle to answer when I ask what their plans are

Learning and Becoming Involved: How to Be an Empowered Young Investor

By |2020-03-12T14:22:27-04:00March 30th, 2019|Investing, Managing Your Money|

Ben Franklin said, "Tell me and I forget. Teach me and I remember. Involve me and I learn." When I found that quote I realized something: it sums up PenFinancial’s wealth advising nicely, especially for young investors. We offer a personalized education to empower you and help you achieve your dreams.Our highly trained wealth advisors