Webinar Recording - Is it Really Different This Time? 
Hosted by Emily Rae, Rob Taylor and Greg Giffin

Emily Rae and Rob Taylor hosted a webinar, with guest speaker, Greg Giffin, addressing the recent global events and how the markets have reacted as well as some notable portfolio changes. As many investors are feeling nervous and overwhelmed during these unprecedented times, this webinar was created to speak to these concerns in a way that is easily understood and provides clarity in an otherwise uncertain environment. 

Click here to watch the recording.

When do you need a power of attorney?

Apr 01, 2019

Hopefully, you’ll never suffer an illness or disorder that seriously impairs your cognitive functioning. But if you ever suffer such a condition, you may lose the ability to manage your finances – from paying bills to making investment and income......

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Leaving more to your heirs

Apr 01, 2019

Imagine a $1 million estate including $200,000 of stocks in a non-registered account, a $300,000 Registered Retirement Income Fund (RRIF) and vacation property valued at $500,000. But it’s not $1 million to the heirs. There’s a $100,000 capital......

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