Halfway through 2021, Alfred Lam and Marchello Holditch review what’s driving performance and their outlook for the rest of the year....
Cases of COVID-19 are declining and economies are re-opening. It won’t be long before the only thing that isn’t normal is interest rates....
Think of the inheritance you plan on leaving to your children. If you have an asset that can’t be easily divided, you’ll want to read this....
Consumers have only had to look at the gas pump or local grocery store the past few weeks to notice the increase in inflation and consumer prices....
Unless you prepare properly, your executor might end up feeling more like a detective. See what important steps you can take now to make sure the process goes smoothly....
You don’t hear much about insurance needs in retirement. So we’ve got you covered with helpful information on life, disability, critical illness, long-term care and private health insurance....
Just contributing regularly to a Registered Education Savings Plan (RESP) and leaving it alone is an easy trap to fall into. Find out three reasons why you need to monitor and manage your RESP....
When retirement approaches, you want to play it safe and protect your nest egg. But you also need to support a retirement that will last decades. We’ve got ways to solve this dilemma....
Thankfully, the Canada Revenue Agency (CRA) has made it easy for employees to claim home office expenses if you spent more than half of your working hours at home for at least four consecutive weeks in 2020 due to COVID-19. Here are the options avail...
It’s a curious fact that we Canadians, depending on where we live, call a vacation home by different names – a cottage, chalet, country house, camp or cabin. But what they all have in common is that so many owners call their vacation property a sourc...
All
Financial Planning
Tax Planning
Retirement Planning
Estate Planning
Economic Insights
Portfolio Construction
Insurance Planning
Investments
Philanthropic Planning
Financial Literacy
Lifestyle
Business Owners
Wealth Planning