Recent Posts

AI to drive new economic paradigm and new era of investing

Nov 21, 2024 - Alfred Lam

Experienced money managers have seen many investment trends evolve, but nothing compares to AI. Explore the great shift this mega-trend is creating in modern investing....

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I’ll be gone anyway, so why plan my funeral?

Nov 05, 2024 - Valerie Markidis

Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....

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Diversification working on a comeback

Oct 28, 2024 - Stephen Lingard

The 60/40 portfolio took a hit over the past few years, but diversification isn’t down for the count. As monetary policy continues to shift, look out for a comeback!...

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Missing any tax credits or deductions?

Mar 26, 2020

We’ve got some information that will hopefully save you some tax dollars – whether you’re filing a personal tax return or you’re a business owner or incorporated professional....

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When a family member needs special care

Mar 26, 2020

Do you have a child with special needs or a spouse or parent with an illness or disability? While you devote so much extra time providing care, we can help out with the financial aspect of care....

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When should you open a RRIF?

Mar 26, 2020

It’s all about the tax. Find out why opening a Registered Retirement Income Fund (RRIF) either during your 60s or at age 71 can provide a tax break now or save tax over the long term....

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How to choose the method of making a charitable gift

Mar 26, 2020

Making smaller cash donations is straightforward. But making a large charitable gift involves an almost overwhelming number of donation methods. We’ve got a way to simplify your choices....

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What’s your retirement personality?

Mar 26, 2020

If you take a minute to think about any retired individuals or couples you know of, you’ll probably note a variety of different retirement lifestyles and personalities....

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