latest articles

Dec
12
2022

Year-End Planning Tips

Now is usually the best time to consider harvesting tax losses before the year-end to manage your overall income tax situation, based on various types of earned or investment incomes.

Investors have a few weeks left to sell unwanted assets like individual stocks, mutual funds, cryptos, equity funds, bond funds and so on. The settlement date must occur within the 2022 calendar year or by December 30th. You should also be aware of how the Christmas Holiday break may affect settlement timeframes.

Tags: 
financial planning
Dec
12
2022

Beware of Travel Scams

If you are planning a holiday, it is wise to be aware of the six most common travel scams you might encounter on your journey. Travel scams vary from country to country, but a few scams are commonly found almost everywhere.

We have put together a list to help you stay safe during your adventure.

Tags: 
insurance planning
Dec
12
2022

The Ravages of Alzheimer's

The Ravages of Alzheimer's

The Baby Boomers have become known as the sandwich generation as they are wedged between the dependency needs of aging parents and the needs of their children. Those hit the hardest have been the families ravaged by the onset of dementia or Alzheimer's disease. Baby Boomers now find themselves reaching the age when the disease is more likely to strike. Very few are prepared for the emotional and financial toll this degenerative disease can take.

Tags: 
eldercare
estate planning
Nov
07
2022

Generating Investment Returns

During our ongoing weekly discussions with clients, we occasionally get questions from individuals about their approach to investing – particularly in terms of fees and value.

The questions are usually focused on the cost of accessing investment advice, or the cost of buying specific investment vehicles such as mutual funds, ETFs etc. With the rise of fintech, trading platforms for smartphones and so on, we also hear questions about the technology related to buying, selling, and monitoring investments.

Tags: 
investment planning
Nov
07
2022

Get Smart Savings Tips

Balance in life is essential for well-being. Since finances are a number one stressor for most Canadians1, how you manage your money plays a key role in finding and maintaining that balance.

We've curated some savings tips to help ensure you can enjoy your life now while also saving for your future.

Tags: 
financial planning
Nov
07
2022

Estate Plans and Your Children

After spending a lifetime managing your money to ensure that you actually have something to leave to your heirs, there are some questions that might naturally spring to mind. How much should you leave them? Should you make arrangements to give it to them while you're still alive? More importantly, will giving them a large sum of money actually help them or set them up for failure? These are just three of the most important things you should consider before setting up your estate distribution plan.

Tags: 
estate planning
inheritance
money management

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