Media

There’s always something stirring up chaos. That’s why we use Portfolio Managers—they navigate uncertainty, anticipate market swings and aim to outperform the noise.

A strong financial plan isn’t just about investments. It’s about:

• More than just insurance coverage

• More than just an investment strategy

• More than just a tax plan

It’s about a complete plan, built by a Fiduciary. Peter provides the insights you need this week on CTV Morning Live Vancouver.

This week on CTV Morning Live, Peter tackles key tax questions:

• How do investments impact your return?
• What medical expenses can you claim?
• Which receipts rely on the honour system?
• Do you have to use your RRSP receipts?

Get the answers you need for the best return this tax season. Don’t miss it.

This week on CTV Morning Live, Peter shares insights on accessing the equity in your home and clears up common misconceptions about reverse mortgages. He explains three key rules:

1. No monthly payment – You’ll never be asked to make one.
2. Stay as long as you’d like – Mortgage repayment isn’t required as long as you live in your home.
3. No negative equity guarantee – The bank takes the risk, ensuring you never owe more than your home’s value.

Stay informed and in control of your finances – tune in for the answers you need.

With the Bank of Canada lowering interest rates, many homeowners might be wondering if they should pay off their mortgage faster. Peter joined CTV Morning Live to break down the pros and cons and explain what it means to be house-rich but cash-poor. Tune in to take control of your financial future.

How will the new tariffs impact your investments? Are some assets more vulnerable than others? Could mortgage rates be affected? This week, Peter joined CTV Morning Live to break it all down – helping you understand the key financial implications.

The RRSP contribution deadline is almost here – Monday, March 3 – along with the deadline for the Home Buyers’ Plan (HBP). Peter breaks down the key facts on CTV Morning Live, including: What exactly is the HBP? What happens if you don’t make your payment? Is there an advantage to paying it off faster?

Get the answers you need to make smarter financial decisions. Tune in!

Should you take out an RRSP loan? This week, Peter joined CTV Morning Live to answer some important questions about RRSP loans, including:

• Which tax bracket makes it worthwhile?
• What can you expect in terms of refunds?

Don’t miss the answers you need.

The RRSP contribution deadline is fast approaching – Monday, March 3, less than three weeks away. Before you rush to contribute, there are some key factors to consider. Peter joins CTV Morning Live to break it all down. Tune in for the answers you need.

Tariffs, tariffs, tariffs – what do they mean for you? How will they impact your finances? This week, on CTV Morning Live, Peter breaks it all down, including:

• Interest rates
• Mortgage rates
• The stock market and your investments

Plus, could the Bank of Canada make an unexpected interest rate adjustment? Tune in to get the answers.

Finances and volatility – two words you’d rather not see together. But, in today’s market, it’s a conversation worth having. Volatility seems to be the word of the day – but is it real, or is it artificially created? Peter joined CTV Morning Live to break it down:

• What is volatility, really?
• How do tariffs and policies impact it?
• What can you do to stay financially secure?

Understanding market fluctuations can help you navigate uncertainty with confidence. Stay informed and stay ahead.

Peter joined CTV Morning Live this week to continue the discussion around investments, diving into the important topic of investment fees. Join Peter as he explains how to prevent high fees and other charges from secretly eating into your wealth.

With over 1.2 million mortgages renewing this year, it’s the perfect time to ensure yours is secure – at a rate you can feel good about. Peter joined CTV Morning Live to discuss everything you need to know about mortgage renewal, including:

• Should you choose a variable or fixed rate?
• Does it make sense to accelerate your payments?
• Is it better to pay bi-weekly or monthly?
• Broker or specialist – who’s the right choice for you?

Tune in and get the expert advice you need to make smart financial decisions about your mortgage and future.

Estate planning is about more than just managing money – it’s about leaving a legacy and ensuring your wishes are carried out. Join Peter as he dives into this critical topic, answering essential questions like:

• How to handle your money, taxes and assets after you’re gone. Create a lasting impact and help your loved ones.
• What happens to your RRSPs?
• How to ensure your wishes are fulfilled as you intended.

It’s never too early to talk to your financial planner about building an estate plan that works for you. Take charge of your financial future today!

Grow your savings in 2025. Start the year with a plan to put more money in your pocket. Join Peter on CTV Morning Live as he shares the secrets to growing your savings and making smarter financial decisions, including:

• Key tips to boost your savings this year
• The difference between portfolio management and mutual funds: benefits, risks, and how they can work together

Don’t miss out—tune in and learn how to make 2025 your most financially savvy year yet.

New year, new financial goals! Start this year off right with a REAL Financial Planner – someone with the RFP designation, not a commission-based advisor or product salesperson. Make sure there’s no minimum investment requirement, so the focus is on creating a personalized Financial Plan, not pushing products. This is the year you take your financial future to the next level.