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Financial Planning

Stressed couple reviewing financial statement
Stressed couple reviewing financial statement
Feb 19, 2019
If investment personality clashes are posing a challenge to your relationship, here are three approaches that may help.
Multi generational family sitting on couch
Multi generational family sitting on couch
Feb 6, 2019
It is important to monitor changes in the applicable laws and rules if your will and estate planning objectives include planning for a beneficiary who has a mental or physical disability.
Picnic with grandmother and granddaughter
Picnic with grandmother and granddaughter
Feb 4, 2019
Any shift in marital status brings with it several changes in your lifestyle, and unique financial planning considerations and solutions. Our expertise in financial planning will ease your tansition and guide you through your new life stage.
Two friends talking about loan
Two friends talking about loan
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.
Retired woman standing in living room
Retired woman standing in living room
Jan 7, 2019
One of these days, the unexpected may alter the course of your life. Find out through several case studies why financial plans must adapt to meet evolving needs.
African American couple meeting financial advisor
African American couple meeting financial advisor
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.
Happy couple reviewing documents on tablet
Happy couple reviewing documents on tablet
Dec 18, 2018
This quarter, our wealth planning focus was on important things to consider in preparing powers of attorney. We also heard from John Hock, Chief Investment Officer of Altrinsic Global Advisors for the International Equity Value Pool.
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.
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.

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