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....

Read more

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....

Read more

Lessons from March’s Bank Run

How many crises can the Fed dodge by printing money? Discover what went on in the banking system in March and what it means for investors going forward....

Read more

Fixed Income Commentary

How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....

Read more

Help your child purchase a home with an FHSA

What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....

Read more

Investing during a market recovery

Is it reasonable to sit on the sidelines if a recovery is choppy? Is it acceptable to invest more if it’s smooth? Find out what you can do and shouldn’t do when the market is rebounding....

Read more

Split your income to save tax

There are limited ways to earn income and pay no tax. However, there are many ways to pay less tax....

Read more

Spring clean your beneficiary choices

It’s common to think of beneficiary or legatee designations as done once and done forever. Learn why it’s important to review your designations and when to make a change....

Read more

Should you co-sign a loan?

Acting as a co-signer can help a loved one or friend meet a life goal. Trouble is, it can also damage a relationship. Do you say yes or no?...

Read more

A Smooth Start (For Now)

January produced impressive gains at asset class level as last year’s headwinds became this year’s tailwinds. But with many risk factors still looming, will it last?...

Read more