deliberating the tax savings of financial plan

Ask the Expert: Top tips for building your 2024 investment plan

Yahoo Finance
January 3, 2024.

As Canadians reevaluate their investment strategies for 2024, Diana Orlic, Portfolio Manager, Wealth Advisor, Investment Advisor at Richardson Wealth, suggests focusing on investment-grade and government bonds.

“It’s looking like bonds are going to make a comeback and provide almost equity-like returns.”

Related articles

Business owners

The value of financial advice

Why working with a financial advisor makes sense – now more than ever.

1 minute read

Investor Strategy

2024 outlook

December 2023. Investor Strategy. For any Shakespeare lovers, we are in the third act, which we believe will include a recession. We are closer to…

1 minute read

Estate planning

Preparing the next generation for wealth

How do you know when (and how) to introduce the next generation to the family wealth picture? Creating a plan to navigate these complex wealth…

1 minute read