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Discover the good Alterna does in our communities and financial advice for all stages of life.
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Advice for Life Fall 2025 Newsletter
Most people recognize the importance of saving money and investing for the future. They make an earnest effort to build their wealth, but it’s not easy when everyday life presents so many challenges and obstacles.
In the nonprofit space, financial wellness supports every service your organization provides. It's about creating a financial pathway that upholds your mission and amplifies community work. Effectively managing your finances reflects your commitment to community service, with a purposeful budget serving as a blueprint for impact.
During accumulation, investors enjoy a tax deferral when the price of their holdings increases. In tax terms, this is known as an unrealized capital gain, and works whether securities are held directly or within a mutual fund.
As an investor you may hold stocks and bonds directly, or you may hold them inside a mutual fund. Either way, your investment objectives will be a combination of principal protection, income generation and capital growth.
Investors are often comforted by investing in what is familiar. For Canadians, that may include investing a greater share of their portfolio in Canadian securities.
Ryan has spent the last 15 years building multiple businesses and mentoring young entrepreneurs. After being laid off in 2009, he founded Detailing Knights, a mobile waterless car cleaning company. He also launched Knighthood Academy, a youth entrepreneurship program that aims to empower young people through hands-on business experience.