How to start a conversation around a prenuptial agreement

Apr 05, 2021 |RBC Wealth Management

While there may never be a perfect time to broach the subject, doing it early, honestly and sensitively can help remove a lot of the emotion and maintain family harmony.

Read more

Talking to your parents about their estate plan

Jun 03, 2020 |Leanne Kaufman

Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.

Read more

Making a charitable difference

Oct 08, 2019 |Adam Bosak

A regular Canadian's guide to making a bigger charitable difference.

Read more

The Canadian (Pipe?) Dream

Sep 12, 2019 |Adam Bosak
In this land, there are few limits to what you can achieve – that’s the Canadian Dream. At least, that’s what it was before mounting student debt and delayed life goals turned it into more of a pipe dream for many young Canadians. Fortunately, education...
Read more

The Octo-Investor

Jul 05, 2019 |Adam Bosak
Managing multiple financial demands while trying to invest for future goals can leave you juggling competing priorities like an eight-armed mollusc. Fortunately, there are things you can do. Canadians consistently state that they want to save to meet...
Read more

Financial Literacy - money smart at every age!

May 15, 2019 |Jaime Bosak
This past weekend was Mother’s Day and there’s no other place we would rather have spent it than surrounded by family and friends at the arena. Our youngest son, Carter and his spring hockey team won the gold medal in the Niagara Battle Hockey tournament...
Read more

On the green

Apr 17, 2019 |Adam Bosak
I recently visited Orlando for a golf long weekend. The weather was great and the golf was plentiful. Conversations about the markets arose and the consensus was that people were less worried about the markets than they were 3 months ago. Also, there...
Read more

Planning for the future

Feb 22, 2019 |Jaime Bosak
On February 2, the groundhog did not see his shadow which means spring will hopefully be here before we know it! As the snow melts and the sun comes out we are preparing to file our taxes and plan for the year ahead. As of January 2019, clients will have...
Read more

Rolling into 2019

Jan 29, 2019 |Jaime Bosak
We are back from a wonderful family vacation in Punta Cana. The weather was perfect, the beaches were beautiful and everyone had a lot of fun. The New Year is looking better (for the markets) than the finish in the 4th quarter last year. January has already...
Read more

Finishing 2018 with a Blog!

Dec 11, 2018 |Jaime Bosak
As we approach 2019 with so much to look forward to, it is hard to believe we are already in December! Is time picking up speed these days or is it just me? Our family recently hosted our 4th Annual Miracle on Agincourt Toy and Food Drive in support of...
Read more