Blog

Nobody wants to think about estate planning. Alas, death is a reality of life that everyone has to take into consideration at some point...

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Retirement should be a happy period. You’ve worked hard for years, and now you finally get time to enjoy your life outside of the workforce. That said, the extent to which you’re able to function financially in retirement varies depending on how much you’ve saved...

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There’s no question that the best part of charitable giving is that feeling you get when you give back. Whether it’s donating to a cause you believe in or an organization that holds sentimental value to you, charitable giving is a soul-warming experience unlike any other...

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Passing wealth down to your heirs isn’t always as straightforward as one might assume...

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Ironically, the saying, “All that glitters is not gold,” sometimes comes to mind when investing in the precious metal. While some investors are more skeptical than others about its actual value, it’s important to weigh all the facts...

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As much as we’d all love to be money masterminds like Leonardo DiCaprio in The Wolf of Wall Street, you’re likely already aware that finances can be a little more challenging than the movies make them out to be...

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Thinking about how your loved ones will go on without you isn’t easy. That said, having no form of estate planning in place when it happens one day can be far more devastating...

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October 6, 2018

Hooray, Canadians can now consume cannabis in their own homes (subject to health and rental restrictions) without fear of reprisal from the justice system — and the various levels of government can’t wait to get their hands on the anticipated tax windfall while producers and retailers have visions of green gold filling corporate coffers.

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As you edge closer to the end of your working life, it’s time to think about retirement. Whether that’s a source of crippling anxiety or complete bliss, retirement planning can help secure a bright future outside of work.

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July 31, 2018

Now that the federal government has closed the lid on income sprinkling, our financial experts ask: are there any options left for business owners who have been unfairly targeted?

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On May 27, 2018, our team participated in their first Power To Play adventure...

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April 23, 2018

Bitcoins, what the heck are they? As financial advisors who provide investment advice that should reflect our clients’ financial planning goals, we tend to see bitcoins and other cryptocurrencies as very risky investments. However, there are some people who would disagree. So in the interest of debate, here’s our two cents’ worth on the topic.

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