We are committed to providing clients with timely information on investments, wealth planning and our community.
Nov 15, 2018
On November 14, 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.
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.
May 28, 2018
This quarter, our wealth planning focus was on the changes to the income splitting and passive investment income rules. We also heard from Chip McKinley, SVP of Cohen & Steers Inc. on their favourable outlook for real estate securities.
Mar 2, 2018
This quarter, our wealth planning focus was on what individuals should consider before drawing on government benefits. We also heard from Rick Vandale, Managing Director of Epoch Investment Partners on their U.S. Equity Value Pool.
Proposed tax measures of Canadian private corporations: How they could impact you – Summary now available
Nov 27, 2017
This quarter, our wealth planning focus was on Finance’s proposed changes to the taxation of private corporations. We also heard from Peter Hofstra, Senior Portfolio Manager of Harbour Advisors on their Canadian Equity Value Pool.
Oct 25, 2017
The recent meteoric rise in the price of cryptocurrencies like Bitcoin and Ether has been making waves around the investment community while provoking a wide range of reactions from business leaders, national governments and even celebrities.
Sep 22, 2017
Since North American markets bottomed on March 9, 2009, following the global financial crisis, the S&P 500 Index in the U.S. has gained more than 260% (as of mid-July 2017). Over the same period, the Canadian market has claimed less than half of that advance.