Plater Financial Inc.

09/24/2025

✨ Here’s an eye-opening article worth checking out!
Check it out: https://www.wealthprofessional.ca/investments/etfs/active-management-questioned-as-report-reveals-few-funds-outperformed-passive-options/389913

👉 It reveals that in the past year, only 33 % of active mutual funds and ETFs managed to outperform their passive rivals, dropping 14 percentage points from the previous year.

📖 Read more here: wealthprofessional.ca

Low active success rates highlight the need for selectivity, report says

09/18/2025

What does the modern inheritor look like?

✨ Check out this article!
https://www.wealthprofessional.ca/investments/retirement-solutions/what-does-the-modern-inheritor-generation-look-like/390093
👉 It explores what the modern inheritor generation looks like in Canada—highlighting how the $1 trillion-plus wealth transfer from Baby Boomers is already underway, yet planning conversations around it are not maintained.

📖 Read more like this here: wealthprofessional.ca

New survey of Canadians reveals gaps in preparedness for an intergenerational wealth transfer that is already ongoing

09/12/2025

✨ Why/how does trust in a financial plan go two ways?
👉 This article explores why trust plays a two-way role in financial advice – showing that when advisers trust their clients, people are more likely to value and follow the advice given.

📖 Read more here: https://www.theglobeandmail.com/investing/personal-finance/article-financial-planning-investing-saving-stocks-shares-trust/

09/08/2025

✨ Check out this article!
https://www.advisor.ca/podcasts/3-growth-barriers-investors-cant-ignore/
👉 It highlights 3 key growth barriers investors can’t ignore:
- Rising unemployment
- U.S. trade uncertainty
- A sluggish housing market

09/02/2025

Check out this article on how good advice and consistent planning can help turn your RESP goals into reality!

CIBC Asset Management’s Michael Keaveney says parents should start saving early and remain invested for the long term.

02/04/2025

I am sure that this article will highlight some pertinent information for you all.

https://tinyurl.com/mr47s2s2

12/23/2024

Are YOU looking for an event or party on New Years Eve? Well, YOU'VE come to the right place - be the first to leave a comment and we will be in contact with you!

11/20/2024

Are your kids talking about wanting to buy a home? Or, and let's be honest here, you want your kids to move out into a home? 😉 This article highlights what is considered to be a qualified home under the governments definition - read up!

A broad range of residential property counts

11/06/2024

How the 2024 election could affect your portfolio - here is what you should know about the economic and investment implications of this year’s election.

https://tinyurl.com/yc77b5n8

As the election process draws to a close, financial advisors recommend that investors stop worrying about the stock market moves and stick to their financial plans.

10/24/2024

Have you been wondering how retirement will impact your investment accounts? This article, posted by Canada Life, highlights the process of utilizing your RRSP once retired.

https://tinyurl.com/2u6j7jy4

RRSPs are great tools to save for retirement, but there are tax consequences if you withdraw from them early. Here’s what you need to know.

10/18/2024

What happens when interest rates go up?

https://tinyurl.com/4h8twy3f

Rising interest rates doesn't mean you can't meet your financial goals. Learn how to prepare if rates rise.