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We are committed to providing clients with timely information on investments, wealth planning and our community.
Wealth Planning
Dec
18
This quarter, our wealth planning focus was on important things to consider in preparing powers of attorney. We also heard from John Hock, Chief Investment Officer of Altrinsic Global Advisors for the International Equity Value Pool.
Dec
12
If you’re lucky, the decision upon retirement of whether to stay in your home or downsize is an easy one. For many retirees, however, deciding whether or not to downsize is a struggle. Here are some things to consider in making a decision.
Dec
06
There’s no doubt that some of your New Year’s resolutions will be financial in nature. The problem is that resolutions often go unresolved. Here are six tips to help you keep your resolutions.
Investments
Dec
13
Risk assets across financial markets have declined since the beginning of October 2018. It’s important for long-term investors to remember that deviations from their original plan tend to bring comfort in the short term, but disappointment in the long term.
Advisor Community
Dec
17
David Jones and Chris Rafuse have a sixteen-year history of commitment and fundraising for the Special Olympics Canada Foundation. Their latest efforts, for the motionball Halifax Gala, helped raise $60,000.