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Be well-informed.

Wealth Planning

Grandparents with granddaughter on smartphone
Grandparents with granddaughter on smartphone
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.
Senior adults using tablet
Senior adults using tablet
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.
African American grandmother reading with grandson
African American grandmother reading with grandson
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.
Cup of coffee in women's hand
Cup of coffee in women's hand
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?
Business people on smartphones
Business people on smartphones
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?
Two business people working on digital tablet
Two business people working on digital tablet
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.
Stressed investor
Stressed investor
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.
African American mother and daughter
African American mother and daughter
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.
Financial advisor reviewing financial plan with elderly couple
Financial advisor reviewing financial plan with elderly couple
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.
Mother with adult son
Mother with adult son
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.

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