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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Time for a Vacation Property Chat?

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Implications of Russia’s invasion of Ukraine and what this means for the investment landscape

The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....

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Concerned about inflation?

Inflation may leave us helpless when it comes to higher prices. However, there are two ways to get help when it comes to your investments....

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Is cryptocurrency for investors or speculators?

Intended to be a virtual currency, it has now become a global investment phenomenon. Part money, part mystery – find out more about the fascinating world of cryptocurrency....

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What to do when retirement approaches

Do you want to retire with financial tasks and to-dos or financial peace of mind? Take these wealth planning measures in the years ahead and retire comfortably....

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Single? Estate planning is still important

You may think estate planning is easier for a single person than for someone who’s married with children. Find out why it could be just the opposite....

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Time for a vacation property chat?

Parents may assume their children will eventually want the cottage, cabin or chalet. The children may love the recreation and relaxation, but not the responsibility that comes with it. Discover why you need to start the conversation now....

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