• Jan 31 2020
    New Willoughby and Northgate Strategy Podcast!

    Portfolio Manager Bill Richardson gives us his survey of the markets in the New Year, to date, and offers opinion on some of 2020’s way to early predictions for what may happen.

  • Jan 23 2020
    Will an RRSP Contribution Work for Me?

    2020 marks the 55th anniversary of Canada’s famous tax deferral program – the Registered Retirement Savings Plan – one of the few ways that Canadians can earn an income tax deduction. At the time, an Ottawa area division manger for the Bank of Montreal called it “the greatest vehicle for retirement savings”. But how does this program work, exactly?

  • Dec 20 2019
    New Willoughby and Northgate Strategy Podcast

  • Nov 19 2019
    New Willoughby Podcast Feature!

    Portfolio Manager of the Willoughby Investment Pool and Northgate Equity Strategy discusses strategy and personal market insights.

  • Oct 23 2019
    Does Knowledge Give Us the Power to Act More Decisively?

    A brief discussion on one of the most basic elements of financial success. The First Step.

  • Sep 26 2019
    Are Negative Rates Going To Be Helpful To Me?

    There has been a phenomenon in Japan and Europe in recent years called Negative Interest rates – a situation whereby the bank receives money from the customer to hold their deposits and the bank, in turn does the same when it stores excess reserves in its’ country’s Central Bank. Mostly this has been a result  Read more ➝

  • Aug 26 2019
    What is Going On With Markets?

    What to say about markets at the moment? As market records get established and re-established? Only to see months worth of gains wiped off the board with an arbitrary tweet from the President of the United States (POTUS) concerning China. Then to see it gained back again at any hint that things are back on  Read more ➝

  • Jul 4 2019
    What’s the Deal With Bonds?

      As a Baby Boomer, have you noticed that you have spent most of your life on the wrong side of interest rates?   When young, getting married, raising children and purchasing their first homes, interest rates were high for this generation. Most of the early mortgage payments were all interest with hardly a dent  Read more ➝

  • Jun 13 2019
    Tax Free Savings

    Back In 2009 the first modern innovation in financial savings products in a generation emerged onto the Canadian investment marketplace: The Tax Free Savings Account.  TFSAs are an easy to use and relatively convenient tool for saving for a variety of purposes, useful to most all Canadians in most all of our tax brackets.  The  Read more ➝

  • Aug 10 2018
    The Wealth RoadMap

    We take a project management approach to helping you achieve your financial goals. Whether your goals include saving for retirement, purchasing a recreation property, educating your children or grandchildren, or insuring that your financial affairs are in order in case of a life changing event, there are tasks that must be completed in an efficient manner…