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Keep up-to-date with our current happenings
Navigating Uncertainty: Don’t Overlook the Value of Staying Invested
Equities continue to be one of the best asset classes in which to grow wealth, but that’s not without market fluctuations. With significant volatility over recent times, it is worthwhile to remember the importance of staying invested. Here are some reasons...
Full Episode: It Pays to Stay Invested!
In this episode, Dave and Tyler provide insights on the big picture of Investment in 2022, Volatilities in the Financial Market, as well as strategies for smoothing out your investment journey.
The Fed: From Tragedy to Rebirth? Just Follow the Path of the Credit Markets
The first half of 2022 has supported the consensus narrative of “tragedy” that has dominated the financial markets. Indeed, the market pullbacks to start the year have been intense. However, a closer look at the credit markets suggests a changing dynamic. The Fed...
Client Training: Appointing an Authorized Representative
Tower Wealth Advisory Client Education Series: Appointing an Authorized Representative Hosted by: Tyler Cockbain, Portfolio Manager - Wellington Altus Private Wealth Guest Speaker: Justin Nekechuk, Licensed Associate - Wellington Altus Private Wealth
Navigating the Fixed Income Landscape Webinar
With increasing interest rates in 2022, how will fixed-income investments manage to have a positive return? Join us in the Tower Wealth Advisory Webinar: "Navigating the Fixed Income Landscape" with guest speaker Jeff Sujitno, Portfolio Manager at Wellington...
Combatting Higher Prices: Finding Ways To Deal With Inflation
Download PDF Version Here As the theme of inflation continues to dominate the financial headlines, investors may be wondering what steps can be taken to combat rising prices. Higher inflation has been more persistent than many expected, largely driven by the anomalies...
Estate Planning: Spring Clean Your Registered Plan Beneficiary Designations
The idea of spring cleaning often connotes a daunting task.However, it doesn’t have to be an all-consuming effort — even when it comes to your estate planning. Consider starting with a review of your registered plan beneficiary designations. When was the last time...
An Added Layer of Protection For Investors: Nominate Your Trusted Contact Person
Download PDF Version Here With a rise in sophisticated cybercrimes and with increasing concerns over the financial well-being of investors, especially as we age, the “trusted contact person” (TCP) has been introduced to help provide an extra layer of protection. The...
The RRIF: Four Things You May Not Know
If you have yet to reach the retirement age, consider the opportunity to think ahead to the time when you will eventually access retirement funds. Here are four things you bout the Registered Retirement Income Fund (RRIF).Download PDF Version Here1. You can convert...
Tax Season is Here: Consider These Ways To Be Tax Savvy
Spring is here again and with it brings personal income tax season. Many of us feel we pay too much tax and there may be actions we can take to help minimize these liabilities. This may be especially important in these times of high inflation. Here are some...
April Market Insights – Detonating a Tactical Financial Nuclear Weapon: A New Financial World Order?
“With proper tactics, nuclear war need not be as destructive as it appears.” — Dr. Henry A. Kissinger The Ukraine/Russia crisis has highlighted a historic moment in the evolution of geopolitical balance. While the humanitarian perspective cannot be overlooked — and...
Time: The Investor’s Great Ally
It has been said that “history is just one damned thing after another.” This may be particularly fitting today. For many of us, there has been little respite from the challenges of the past two years. Looking forward, it seems as though there is no shortage of new...
Navigating Uncertainty: Keeping Perspective During Volatile Times
Recent market volatility has prompted some investors to rethink their perspective on risk. However, reacting to short-term market fluctuations is not usually advised. Instead, we continue to focus on the importance of having a plan in place with a view for the longer...
Video Podcast: Market Insights – 2022: The Year of the Fed with Dr. James “Jim” E. Thorne
For more content on Financial Insights, Investment, Estate Planning and Wealth Management, please visit the Tower Wealth Advisory Youtube Channel: Click here for the Tower Wealth Youtube Channel The information contained herein has been...
Estate Planning & Trusts: Not Just For The Ultra Wealthy
As you review your estate plan, have you considered the use of a trust? As you review your estate plan, have you considered the use of a trust? Trusts are often seen as a tool used by the ultra wealthy. Yet, there may be benefits for individuals with more modest...
A Rising Rate Environment: Five Reasons for Investors to Keep Perspective
Five Reasons for Investors to Keep Perspective As we move forward towards a return to “normal” from the pandemic, the central banks will be raising rates to more “normal” levels. For many months, the media has been hyping concerns over rising interest rates. As...
Human Emotion and Investing
How Cognitive Bias Can Affect Investing Why do investors sometimes fall into the trap of buying high or selling low? Why do many of us procrastinate in saving for retirement, despite knowing its importance? Behavioural economists have shown that cognitive biases can...
Estate Planning Law: Ontario Residents — Changes Are Forthcoming
As always, change is imminent! Ontario will be seeing some notable changes to estate planning law starting in 2022, as a result of Bill 245 receiving royal assent in 2021.* When was the last time you reviewed your estate plan? While many of these changes may not...
Trez Capital Webinar – Outlook for US Real Estate
Trez Capital provides short-term loans to large developers throughout North America with a large focus on residential development. The focus areas for Trez are states with low to no state taxes that are growth-friendly and business-friendly. These states continue to...
Finding Income in a Low-Rate Environment
How do we help our clients prepare for income in retirement? In today’s low-rate environment, this continues to be a challenge. Thirty years ago, we could easily have expected to achieve annual income of seven percent on a laddered government bond portfolio. For...
The Timeless Wisdom of Warren Buffett
We may all benefit from some investing perspective as we enter into 2022. Who better to draw on for that wisdom than one of the most successful investors of our time, Warren Buffett. Many of Buffett’s messages are timeless. Download PDF Version Here In fact, a more...
Investment Perspectives
Invest at Market Highs? Time is the Great EqualizerWhen is the best time to put new money to work in the markets? After equity markets reached new highs throughout 2021, some investors may feel hesitant. However, a recent Forbes article attempted to debunk the belief...
Retirement Planning
Get Ahead with These Six RRSP Considerations It is Registered Retirement Savings Plan (RRSP) season once again! Beyond the importance of contributing to the RRSP to grow funds for retirement, certain practices can also help to save tax or create a bigger nest egg for...
Investment Insight – Winter 2022
Continue Looking Forward As we begin another year, may we continue to look forward with the hope that the worst of the pandemic is behind us. For almost two years, we’ve each had to endure adversity in our own ways. Yet, consider that this adversity may help us to...
January Market Insights by James Thorne: The Year of the Fed
The Maradona & Cantillon Effects: 2022 — The Year of The Fed! “I am Maradona, who makes goals, who makes mistakes I can take it all, I have shoulders big enough to fight with everybody.” – Diego Maradona Often referred to as the “goal of the century,” Diego...
Canoe Financial Webinar
The Tower Wealth Advisory Podcast presents: The Canoe Financial 2021 WebinarIn this episode of The Tower Wealth Advisory Podcast, Canoe Financial shares the importance of the Canadian Energy Market. With the growth in popularity and awareness of alternative and...
Market Outlook 2022
Reasons For Continued Optimism The year 2021 will likely go down in the record books as an impressive one for equity markets. As such, some are asking if further upside can be had as we look ahead to 2022. While it’s never possible to predict the direction of the...
The Fed: From Tragedy to Rebirth? Just Follow the Path of the Credit Markets
The first half of 2022 has supported the consensus narrative of “tragedy” that has dominated the financial markets. Indeed, the market pullbacks to start the year have been intense. However, a closer look at the credit markets suggests a changing dynamic. The Fed...
Combatting Higher Prices: Finding Ways To Deal With Inflation
Download PDF Version Here As the theme of inflation continues to dominate the financial headlines, investors may be wondering what steps can be taken to combat rising prices. Higher inflation has been more persistent than many expected, largely driven by the anomalies...
The RRIF: Four Things You May Not Know
If you have yet to reach the retirement age, consider the opportunity to think ahead to the time when you will eventually access retirement funds. Here are four things you bout the Registered Retirement Income Fund (RRIF).Download PDF Version Here1. You can convert...
Tax Season is Here: Consider These Ways To Be Tax Savvy
Spring is here again and with it brings personal income tax season. Many of us feel we pay too much tax and there may be actions we can take to help minimize these liabilities. This may be especially important in these times of high inflation. Here are some...
April Market Insights – Detonating a Tactical Financial Nuclear Weapon: A New Financial World Order?
“With proper tactics, nuclear war need not be as destructive as it appears.” — Dr. Henry A. Kissinger The Ukraine/Russia crisis has highlighted a historic moment in the evolution of geopolitical balance. While the humanitarian perspective cannot be overlooked — and...
Time: The Investor’s Great Ally
It has been said that “history is just one damned thing after another.” This may be particularly fitting today. For many of us, there has been little respite from the challenges of the past two years. Looking forward, it seems as though there is no shortage of new...
Navigating Uncertainty: Keeping Perspective During Volatile Times
Recent market volatility has prompted some investors to rethink their perspective on risk. However, reacting to short-term market fluctuations is not usually advised. Instead, we continue to focus on the importance of having a plan in place with a view for the longer...
Investment Insight – Winter 2022
Continue Looking Forward As we begin another year, may we continue to look forward with the hope that the worst of the pandemic is behind us. For almost two years, we’ve each had to endure adversity in our own ways. Yet, consider that this adversity may help us to...
January Market Insights by James Thorne: The Year of the Fed
The Maradona & Cantillon Effects: 2022 — The Year of The Fed! “I am Maradona, who makes goals, who makes mistakes I can take it all, I have shoulders big enough to fight with everybody.” – Diego Maradona Often referred to as the “goal of the century,” Diego...
Market Outlook 2022
Reasons For Continued Optimism The year 2021 will likely go down in the record books as an impressive one for equity markets. As such, some are asking if further upside can be had as we look ahead to 2022. While it’s never possible to predict the direction of the...
Navigating Uncertainty: Don’t Overlook the Value of Staying Invested
Equities continue to be one of the best asset classes in which to grow wealth, but that’s not without market fluctuations. With significant volatility over recent times, it is worthwhile to remember the importance of staying invested. Here are some reasons...
The Fed: From Tragedy to Rebirth? Just Follow the Path of the Credit Markets
The first half of 2022 has supported the consensus narrative of “tragedy” that has dominated the financial markets. Indeed, the market pullbacks to start the year have been intense. However, a closer look at the credit markets suggests a changing dynamic. The Fed...
Combatting Higher Prices: Finding Ways To Deal With Inflation
Download PDF Version Here As the theme of inflation continues to dominate the financial headlines, investors may be wondering what steps can be taken to combat rising prices. Higher inflation has been more persistent than many expected, largely driven by the anomalies...
Estate Planning: Spring Clean Your Registered Plan Beneficiary Designations
The idea of spring cleaning often connotes a daunting task.However, it doesn’t have to be an all-consuming effort — even when it comes to your estate planning. Consider starting with a review of your registered plan beneficiary designations. When was the last time...
An Added Layer of Protection For Investors: Nominate Your Trusted Contact Person
Download PDF Version Here With a rise in sophisticated cybercrimes and with increasing concerns over the financial well-being of investors, especially as we age, the “trusted contact person” (TCP) has been introduced to help provide an extra layer of protection. The...
The RRIF: Four Things You May Not Know
If you have yet to reach the retirement age, consider the opportunity to think ahead to the time when you will eventually access retirement funds. Here are four things you bout the Registered Retirement Income Fund (RRIF).Download PDF Version Here1. You can convert...
Tax Season is Here: Consider These Ways To Be Tax Savvy
Spring is here again and with it brings personal income tax season. Many of us feel we pay too much tax and there may be actions we can take to help minimize these liabilities. This may be especially important in these times of high inflation. Here are some...
April Market Insights – Detonating a Tactical Financial Nuclear Weapon: A New Financial World Order?
“With proper tactics, nuclear war need not be as destructive as it appears.” — Dr. Henry A. Kissinger The Ukraine/Russia crisis has highlighted a historic moment in the evolution of geopolitical balance. While the humanitarian perspective cannot be overlooked — and...
Time: The Investor’s Great Ally
It has been said that “history is just one damned thing after another.” This may be particularly fitting today. For many of us, there has been little respite from the challenges of the past two years. Looking forward, it seems as though there is no shortage of new...
Navigating Uncertainty: Keeping Perspective During Volatile Times
Recent market volatility has prompted some investors to rethink their perspective on risk. However, reacting to short-term market fluctuations is not usually advised. Instead, we continue to focus on the importance of having a plan in place with a view for the longer...
Full Episode: It Pays to Stay Invested!
In this episode, Dave and Tyler provide insights on the big picture of Investment in 2022, Volatilities in the Financial Market, as well as strategies for smoothing out your investment journey.
Navigating the Fixed Income Landscape Webinar
With increasing interest rates in 2022, how will fixed-income investments manage to have a positive return? Join us in the Tower Wealth Advisory Webinar: "Navigating the Fixed Income Landscape" with guest speaker Jeff Sujitno, Portfolio Manager at Wellington...
Video Podcast: Market Insights – 2022: The Year of the Fed with Dr. James “Jim” E. Thorne
For more content on Financial Insights, Investment, Estate Planning and Wealth Management, please visit the Tower Wealth Advisory Youtube Channel: Click here for the Tower Wealth Youtube Channel The information contained herein has been...
Trez Capital Webinar – Outlook for US Real Estate
Trez Capital provides short-term loans to large developers throughout North America with a large focus on residential development. The focus areas for Trez are states with low to no state taxes that are growth-friendly and business-friendly. These states continue to...
Canoe Financial Webinar
The Tower Wealth Advisory Podcast presents: The Canoe Financial 2021 WebinarIn this episode of The Tower Wealth Advisory Podcast, Canoe Financial shares the importance of the Canadian Energy Market. With the growth in popularity and awareness of alternative and...
Client Training: Appointing an Authorized Representative
Tower Wealth Advisory Client Education Series: Appointing an Authorized Representative Hosted by: Tyler Cockbain, Portfolio Manager - Wellington Altus Private Wealth Guest Speaker: Justin Nekechuk, Licensed Associate - Wellington Altus Private Wealth