A New Era of Disruptive Tech

Tech is gaining speed, literally and figuratively. We are on the verge of a major shift in how we live our daily lives. Find out how new innovations will shape our future....

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Guided Planning Solutions - Summer 2023

We’ll provide an overview of 2023 so far, looking at economic signals for the rest of the year, home country bias and why bonds are a better investment now than last year, with concluding thoughts on managing cash in a high interest rate climate....

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Inflation: So Far, So Good, but the Road Gets Tougher

Recent progress in the battle against inflation may have been superficial. Find out why inflation is expected to rise again and remain “sticky” in the latter half of 2023....

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Finding Value in Canadian Growth

In an economic downturn, opportunities for long-term value can become increasingly scarce. Uncover the shared characteristics of stocks that can weather the storm....

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Have you named a trusted contact person?

If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....

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Transferring the family vacation property: now or later?

When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?...

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When you retire, financial literacy expands

Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options....

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Ways to save for a child’s education

Learn how to save for a child’s or grandchild’s education beyond a Registered Education Savings Plan (RESP) — either to accumulate more savings or gain extra flexibility....

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Is downsizing the right decision?

Many people approaching or in retirement are torn between downsizing and staying in their home. Here are some considerations and how we can help....

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Is the U.S. Print-To-Pay Policy Coming to an End?

All eyes are on Congress as the U.S. debt ceiling deadline creeps closer. Let's explore how the U.S. got to this critical point and the available options to avoid default....

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