Be well-informed.

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

Be well-informed.

Article

Senior couple sitting on couch
Senior couple sitting on couch
Dec 12, 2018
If you’re lucky, the decision upon retirement of whether to stay in your home or downsize is an easy one. For many retirees, however, deciding whether or not to downsize is a struggle. Here are some things to consider in making a decision.
Group photo at Joy of Aging 2018
Group photo at Joy of Aging 2018
Dec 10, 2018
The Joy of Aging marked its 10-year anniversary by raising over $35,000 for the Domestic Abuse and Sexual Assault Care Centre of York Region Mackenzie Vaughan Hospital.
Young couple on couch using tablet
Young couple on couch using tablet
Dec 6, 2018
There’s no doubt that some of your New Year’s resolutions will be financial in nature. The problem is that resolutions often go unresolved. Here are six tips to help you keep your resolutions.  
Family portrait in a forest
Family portrait in a forest
Dec 4, 2018
It’s tempting to count on an expected inheritance as money in the bank – but it doesn’t always work out so perfectly.
Mixed couple reviewing paperwork
Mixed couple reviewing paperwork
Nov 26, 2018
Ever wonder if you’ll be affected by Old Age Security clawback? To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives.
Two women at flower shop
Two women at flower shop
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.
plan-now-for-year-end-to-dos.png
plan-now-for-year-end-to-dos.png
Nov 8, 2018
In December, many people face a time crunch with holiday planning and end-of-year tasks. But you can reduce the stress by getting a head start on your financial to-do list. Here are some steps you can start planning now.
Couple reviewing document
Couple reviewing document
Nov 6, 2018
According to Statistics Canada, a Canadian male aged 65 is expected to live to 84 and a female to age 87. Here are some of the financial planning areas affected by the new longevity.
Couple walking in the park
Couple walking in the park
Nov 1, 2018
Scattered investments are troublesome to manage, and the lack of coordination can make it harder to reach your investment objectives. Here are five reasons you may want to consolidate your 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.

Pages