TFSA and RRSP 2019

8 March, 2019

Saving for the future involves using both RRSPs and TFSAs. View Infographic... Read more

Your Financial Game Plan - In Gear and On Track

8 March, 2019

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 rep... Read more

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

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

Key times to update client estate plans

5 January, 2015

Filed Under: Estate planning

If clients separate or divorce, you’ll need to make sure their estate plans are updated in a timely manner. Otherwise, unintended results could occur and there could be disputes, or even litigation, later. Here are some of the most common concerns and... 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

4 year-end tax tips from Golombek

8 December, 2014

Tell clients “the trade date must be no later than December 24th to get [their] settlement in three days for December 31st, including the statutory holidays and the weekend,” says Golombek. He reminds advisors of the superficial loss rules, which say... 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.