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Wealth Planning
Sep 13, 2018
When it comes to helping children financially, there’s no definitive approach. What’s right for your family will depend on your principles and beliefs and your child’s personality. Here are some suggestions on how you can support your children and help them learn valuable life skills about money as...
Sep 6, 2018
Today’s housing prices can present a real challenge when your child looks at owning a home. You may think about gifting the down payment, co-signing the mortgage, or giving your child a loan. These are the pros and cons you should consider.
Sep 4, 2018
When your children enter their teens, life changes in many ways — including your financial life. Here’s a look at some of the major financial planning themes that arise as you navigate their teenage years.
Aug 27, 2018
This quarter, our wealth planning focus was on the importance of incorporating a legacy into your overall plan. We also heard from Robert Swanson, Principal & Chief Market Strategist of Cambridge Global Asset Management on the International Equity Growth Pool.
Aug 20, 2018
Fraud is one of the most widespread crimes against seniors in Canada. Here’s a look at some of today’s most popular scams, which have cost seniors anywhere from hundreds to thousands of dollars apiece.
Aug 13, 2018
If you have set up and contributed to an RESP for one or more of your children or grandchildren, you’ve done some valuable planning for their future education. But your planning could unravel if you do not also address what is to happen with the RESP when you die.
Aug 2, 2018
According to the “latte factor” theory, you give up your daily fancy coffee or similar indulgence and invest the money you would’ve spent. Over time, your small sacrifice becomes a small fortune. But does it work in practice?
Jul 30, 2018
In today’s fast-paced information age, we are bombarded 24 hours a day with investment advice. Even the most level-headed investor may feel anxious. What is a long-term investor to do?
Jul 23, 2018
On February 27, 2018, the federal government tabled its much-anticipated 2018 budget. The budget put to rest much of the uncertainty regarding proposed changes to the taxation of private corporations, initially released for consultation on July 18, 2017.
Jul 16, 2018
Reality has a strange way of not always jibing with our expectations. Believe it or not, the same thing can happen when investing. Here are three possible outcomes and how we might adjust your portfolio as a result.