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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 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.
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 3, 2018
The traditional way of doing things isn’t always the most economical. Take the home phone. Many people hardly use their land line and would save money by only using their mobile phone. Sometimes we follow the same old habits without exploring alternatives.
Jun 28, 2018
Life is full of surprises that can put your financial goals at risk. Here are some examples and key takeaways for all investors.
Jun 25, 2018
When it comes to helping children financially, there are no financial planning rules to follow. What works perfectly for one family might be unthinkable for another. There are, however, important factors to consider, which can guide you in making a decision.