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Disclaimer

Information about specific issuers of securities has been made available by Value Partners Investments Inc. for the sole purpose of providing additional background information on the holdings in the Value Partners Pool(s) and is not intended to be investment advice about the merits of investing directly in these issuers. This information is based on information that is publicly available or that has been provided to Value Partners Investments Inc. by the portfolio managers of the Pools.

The complete holdings of a Pool are disclosed in its Statement of Investment Portfolio semi-annually. On a quarterly basis, each Pool discloses its top 25 holdings in its Summary of Investment Portfolio. Both these documents are available on our website. Value Partners Investments Inc. is a registered investment fund manager and has engaged registered portfolio managers to make decisions about the investments made by each Pool – these investment decisions are not made by Value Partners Investments Inc.

The information provided does not constitute individual, legal, investment or tax advice about any of the Pools or the issuers discussed therein. Please consult your own legal, investment and/or tax advisor prior to making a decision to invest in the Pools. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts documents and the prospectus of the Pools before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Asking The Right Questions

Bare With Us Podcast - S1E3

We invite you to Bare With Us as we kick off the discussion with a common question: Should you be investing in your TFSA or your RRSP? As we delve deeper, we suggest reframing the question to focus on your financial objectives and which savings vehicles best align with them.

Join Mike Robinson, Scott Richardson, and Finn McKay as they explore the various options beyond just TFSAs and RRSPs, including RESPs, FHSAs, and saving within a holding company. Each option comes with its own unique benefits. Understanding these can help you make more informed decisions.

Through our unstructured, insightful and entertaining conversation, we emphasize the importance of asking the right questions to determine the best choice for your financial goals. Whether you're a seasoned investor or just starting out, this episode offers valuable perspectives to help you navigate your savings strategy.

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We hope you find “Bare With Us” informative and entertaining.  The topics discussed are not intended to be financial advice. Before making any personal financial decisions, please consult with a professional you trust. The opinions expressed by the hosts and their guests are their own personal views. Those views are not necessarily representative of the companies and organizations they are associated with.