The Clear Money Mindset

EP. 6 - The Homestretch of a hard year

Today we will discuss the market outlook heading into 2021 and some things you can do to be financially sound no matter what comes
Free Market Volatility & Markets Chart

EP 5 - Are you getting the most out of your TFSA?

 
In this Episode we want to ask our listeners if you are getting the most out of your TFSA?
 
Get a free TFSA Factsheet 
 
When asked what TFSA's are used for, many Canadians will tell you its a simple savings account where you pay no tax on what you make. Many institutions have sold them this way.
Short term savings is one of the many uses for a TFSA, but it certainly is not the only use. Today we are going to discuss how you can get the most out of your TFSA.
 
Check out this TFSA Vs. Regular Investment Calculator https://ci.com/en/resources/TFSA-vs-taxable-investment.html
 
Visit our website today and get your free "Financial Benchmark" www.daviesfinancial.ca 

EP4 Seeing Past The Pandemic - Philip Petursson - Chief Investment Strategist and Head of Capital Management at Manulife Investment Management

What comes next? That is a question a lot of investors are wondering. Today we will try to see past the Pandemic, by looking at what has happened, some things that cause concern, and some positive things that have come out of all this. We will explore this with our Special Guest Philip Petursson
Philip Petursson - Chief Investment Strategist and Head of Capital Management at Manulife Investment Management
Listen in as we discuss the outlook for the coming months and years.
 
Manulife Viewpoints Link: Stay on top of recent market movements with timely insights from our experts.
Link to Philip Petursson’s Podcast
 
 
 

EP 3 - Building Certainty in an Uncertain Time

 
There is a lot of uncertainty right now in peoples finances, I want to take a few minutes to provide you with some tips that will help you and your family create more financial certainty in an uncertain time.
 
A lot of us suffer from the problem of worrying about the things we cannot control and not worrying about the things we can control. For many, your biggest chance of financial success lies more in taking care of the things we can control and worrying less about things outside of our control.

Current Market Outlook with Ogi Todorovic from Fidelity Investments

We wanted to give you a market update, look at some of the positive things coming out of the Covid 19 Pandemic and also some tips on how to approach your investments if you are young and have time, and some things to think about if you are nearing or in retirement.
 
Today I'm joined by Ogi Todorovic from Fidelity Investments, he will take us through current market conditions, and give us some perspective on where we stand as we look ahead to the recovery from the pandemic.
 
The opinions expressed are those of the participants, are for informational purposes only, and do not necessarily reflect the views or opinions of Sterling Mutuals Inc. Mutual Funds provided through Sterling Mutuals Inc.  Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 

Navigating your Emotions in Investing

Over the last few months markets have been stressful to navigate. In this Episode we speak with Jeff Hobson from CI Investments.
He gives some great insight and tips for managing your emotions in a difficult market.
 
 
The opinions expressed are those of the participants, are for informational purposes only, and do not necessarily reflect the views or opinions of Sterling Mutuals Inc. Mutual Funds provided through Sterling Mutuals Inc.  Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.