Blog

Intelligent Investor: Money Facts 2018

5 February, 2018

Money Facts 2017

Wealth Transfer 101: A reference guide that breaks down contribution limits for RRSPs and TFSAs.... Read More

Your Financial Game Plan - In Gear and On Track

28 April, 2016

No matter who you are, what you do or how old you are, you have dreams. Maybe you’d like to own a house, have a family, build a business or ensure you’re able to travel the world when the time comes. Those dreams have a price tag and this special report... Read More

How to turn your life insurance policy into a TFSA on steroids

13 October, 2015

Life insurance. After just those two words I can sense your attention starting to waver. But if you are a high-net-worth Canadian who cares about your investment returns and paying less in taxes, you should pay attention to life insurance. Are you rich?... Read More

What Happens to Stocks and Bonds When the Fed Raises Rates

10 December, 2014

Now that the economic data is picking up, investors will turn their attention to the what the Fed will do with short-term interest rates. People have been contemplating when the Fed will raise rates for some time, but improving employment numbers and... Read More

One way to protect the matrimonial home

7 November, 2014

Perhaps your client owns a home or cottage that has been in the family for generations. Or maybe your client is considering helping her child purchase his first home. Protecting those residences from future marital breakdown can be complicated if they... Read More

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.