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Be well-informed.

We are committed to providing clients with timely information on investments, wealth planning and our community.

Be well-informed.

Investments

Retired couple on beach
Retired couple on beach
Oct 17, 2018
Of the G7 nations, Canada is the only one without an estate tax. But the federal government still has its ways of collecting tax when someone passes. There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
Investment Portfolio
Investment Portfolio
Oct 4, 2018
Factor-based investing means considering factor exposures when constructing portfolios. ETFs can be an effective tool to gain exposure to different factors
Nest egg
Nest egg
Oct 2, 2018
Any investor at any age is only one injury, illness or medical condition away from having their nest egg at risk. Here’s how your insurance program can protect your nest egg and help you meet your needs.
Grandparents and granddaughter walking in park
Grandparents and granddaughter walking in park
Sep 10, 2018
Giving a cash gift now to your grandchild brings the satisfaction of seeing your gift make a difference. It can also bring financial benefits. Here’s what you need to know.
White House
White House
Aug 30, 2018
U.S. President Donald Trump has imposed trade tariffs with the intention of restricting free trade, but they are unintentionally causing prices to rise and harming relationships between countries.
Mother and father playing with child
Mother and father playing with child
Aug 15, 2018
When your goals or life situation changes, your portfolio may need to change too. Here are three illustrations of how we might adjust your portfolio as your life changes.
Business people meeting and using tablet at coffee shop
Business people meeting and using tablet at coffee shop
Aug 1, 2018
Investor personality – essentially, your tolerance to risk – is critical in determining your asset allocation when establishing your portfolio. Here are three examples of how investor personality affects investment management decisions.
La volatilité est de retour
La volatilité est de retour
Aug 1, 2018
Since 2010, growth stocks have outperformed value stocks by a large margin. However, if cumulative returns are measured over the past 40 years, value stocks hold the advantage. While investment style fads come and go, disciplined, diversified investing will never go out of style.
Couple reviewing documents on tablet
Couple reviewing documents on tablet
Jul 26, 2018
Your time horizon is the time period chosen until you plan to access all or the majority of the funds you’ve invested. It’s a critical part of your investment strategy because our goal is to help make sure your money is there when you need it.
Woman financial advisor meeting with clients
Woman financial advisor meeting with clients
Jul 18, 2018
While it is not possible to be fully insulated from a market decline, there are effective wealth management strategies that can help investors prosper over the long term.

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