The newsroom
Keep up-to-date with our current happenings
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Be Aware of Evolving Scams
PROTECTING YOUR PERSONAL FINANCES Be Aware of Evolving Scams Financial scams continue to be on the rise and the level of sophistication is growing.1 Phishing attacks, where deceptive messages fool victims into providing sensitive information, are increasingly using...
Investing in “Tax-Smart” Ways
INVESTING IN “TAX-SMART” WAYS Have You Maximized Tax-Advantaged Accounts? We aren’t doing a good job fully maximizing TFSA contributions — even the wealthiest Canadians appear to be overlooking the opportunity! The latest reports suggest that only nine percent of TFSA...
New Year’s Advice for the Younger Generation: It Starts With Saving!
At one time in the not-so-distant past, our society was tuned into saving. We wouldn’t think of buying something until we saved enough cash to pay for it, whether for a car or other consumer goods. Only for the rare, big-ticket item, such as a home, would we go into...
When Was the Last Time You Reviewed Your Will?
Over the years, the statistics haven’t changed much: the majority of people still do not have a Will and, for those who do, it may be outdated. When was the last time you read through your Will? Why not make your Will a priority in 2023. If you haven’t yet drafted a...
March Market Insights: Fire and Ice – The Fight Between Inflation and Deflation
“Some say the world will end in fire, some say ice. From what I’ve tasted of desire, I hold with those who favor fire. But if it had to perish twice, I think I know enough of hate to know that for destruction, ice is also great and would suffice.¹”What’s a More...
Deferring OAS Benefits: What’s the Break-Even Age?
Many high-net-worth investors do not require income from Old Age Security (OAS) benefits, thus having the option to defer the start of payments. While the decision of when to take OAS benefits depends on many factors, including your income requirements, health status,...
A Silver Lining to Inflation? Adjustments to the TFSA & CPP Make a Difference
If there is any good news that can come with high inflation rates, it may be the resulting cost-of-living adjustment. Each year, certain personal income tax and benefit amounts are indexed to inflation using consumer price index (CPI) data. With inflation reaching...
Rising Interest Rates: What to Expect in 2023
2022 will go down in the record books as an abnormal year for the financial markets. As inflation reached 40-year highs, it caught the central banks by surprise and led to a rapid tightening of monetary policy through interest rate increases. What has made this...
February Market Insights: Apocalypse Delayed – The U.S. Debt-Ceiling Debate
“It’s never paid to bet against America.” — Warren BuffettWhat if the US Government Defaults on its Debt? If the U.S. was to default on its debt obligations, it would cause investors to flee from U.S. Treasuries, leading to a decrease in confidence in U.S. government...
IN BRIEF: REASONS FOR DIVERSIFICATION
In many aspects, the economies of Canada and the U.S. share similarities as developed countries ranked among the top 10 economic powers globally. Over the past two years, we’ve both grappled to curb inflation, with central banks’ actions mirroring each other....
Common Retirement Planning Pitfalls
“Plan on Living Past Your Life Expectancy” — this is the headline of a recent article in the Wall Street Journal that suggests that many of us will live longer than we expect.1 As advisors, we do our best to prepare our clients for retirement and beyond, and one of...
The RRSP & RRIF: Be Aware of Taxable Withdrawals
The market volatility in 2022 put many asset values under pressure. Yet, markets are cyclical and we expect prices to eventually resume their climb in the same way as the cycle swings back to more optimism. As such, consider the implications of making taxable...
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.