With rising rates, there has been increasing interest in guaranteed investment certificates (GICs). Now that tax...
Spring Cleaning Finances: Five Questions To Ask
Now that spring has sprung and many of us are in spring cleaning mode, perhaps you are looking for a bit of motivation...
Reminders for Tax Season
It is personal income tax season once again. Given increasing interest rates, don’t overlook the importance of filing...
A TAX EFFICIENT ALTERNATIVE TO GICs: CONSIDER THE BENEFITS OF DISCOUNTED BONDS
Given the rise in interest rates since the start of 2022, there has understandably been greater interest in low-risk,...
HIGHER FOR LONGER INTEREST RATES? HISTORICAL PERSPECTIVES ON THE EQUITY MARKETS
Since the summer, bond yields have risen rapidly. In April, the U.S. 10-year Treasury yield hovered around 3.3...
INVESTMENT TACTICS DURING UNCERTAIN TIMES
After a volatile 2023 in the financial markets, one of the by- products has been that some investors feel inclined to...
THE INVESTING ROAD IS A LONG ONE
As we look forward to another year, after the financial market volatility we experienced in 2023, it may take...
For High-Net-Worth Investors: Life Insurance for Education Planning
For high-net-worth (HNW) investors, life insurance may provide benefits beyond protection, including helping to...
CPP: FOUR THINGS YOU MAY NOT KNOW
The Canada Pension Plan (CPP) has been in the spotlight as the Alberta government proposes creating its own retirement...
BEYOND ESTATE PLANNING: FOR 2024, UPDATE YOUR FINANCIAL INVENTORY
As we enter a new year, and in this time of resolutions, why not resolve to take stock of your financial inventory?...


