If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....
The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....
Investors want to know that companies they invest in do more than turn a profit – they should also respect the environment, society and shareholders. Find out about the ABCs of ESG....
Think trusts are only for the rich and famous? You’ll see a variety of uses that show why trusts can meet the estate planning needs of just about anyone....
Some investors wonder about contributing more when markets are booming. Or not investing when markets have fallen. Find out why the way you invest now may be the smartest choice....
What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....
Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....
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