Be well-informed.
We are committed to providing clients with timely information on investments, wealth planning and our community.
Investments
Jan 15, 2019
Has a friend or relative ever asked to borrow money? It can be an awkward situation. We’ve got several issues and guidelines to help you figure out what to do – including how to say no.
Jan 3, 2019
Some investors wonder if they’ll come out ahead investing in a non-registered account instead of a Registered Retirement Savings Plan (RRSP). But thanks to the significant tax deduction and tax-deferred growth, RRSPs win out.
Dec 19, 2018
You can’t control the markets but you have complete control over the amount you save and invest. Find out about the situations when meeting your financial objective depends on investing more.
Nov 13, 2018
If you want to sleep well even when markets are volatile, you must invest according to your own risk tolerance. It’s one of the most important factors in investing.
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.
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.
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.
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.
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.
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.