How to empower older Canadians with personal and financial planning

COVID-19: How to empower older Canadians with personal and financial planning

June 16, 2020 |John Stackhouse

Current impacts from COVID-19 are prompting Canadians to consider how and where they’ll grow old and who will take care of them. Learn why having a plan in place is important.

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Long Term Investors Can Weather Market Declines

November 01, 2018 |Allan Morse

Long Term Investors Can Weather Market Declines

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Advice During Volatile Markets

October 29, 2018 |Allan Morse
With October nearing a close, we thought we would offer some thoughts on what has been a volatile month for stocks and bonds. Both Canadian and US stocks are down sharply this month. While the US market is now roughly flat for the year, the Canadian market...
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We are in 7th inning of current economic cycle

September 11, 2018 |Allan Morse

Ray Dalio, the billionaire founder of the world's biggest hedge fund, told CNBC on Tuesday that the current economic cycle is in the seventh inning, predicting it has about two years left to run.

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Breakfast with Geoff MacDonald. Founder and lead manager at Edgepoint Wealth

August 31, 2018 |Allan Morse
Geoff is one of the most successful money managers in Canada. He has been professionally investing now for over 25 years and has one of the best investment track records in North America, which is no small feat. He started his investing career at Ontario...
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A Warren Buffett investing tip that can help investors focus as another stock market record is reached

August 29, 2018 |Allan Morse

A Warren Buffett investing tip that can help investors focus as another stock market record is reached

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Most Costly Mistakes Retirees Make As They Head Into Retirement

August 24, 2018 |Allan Morse

According to 2300 top financial planners from around the world, these are the most costly mistakes retirees and would be retirees make approaching and into retirement: The top 10 responses were:

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Charlottetown one of the hottest real estate markets in Canada last year

July 04, 2018 |Allan Morse

Looks like little ole Charlottetown had the highest increases in home prices over the last year, up approximately 15% over last. Charlottetown now ranks up there with Halifax as the most expensive places to live in the Maritimes.

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Open for business .... we could use your help.

March 14, 2018 |Allan Morse
We would like to thank you for your business and trust over the years. Helping you manage your life savings is a great responsibility that we take very seriously. We promise to give you the best advice possible at the lowest cost. Over the years, our...
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RRSP Deadline Quickly Approaching

RRSP Deadline Quickly Approaching

January 23, 2018 |Elaine Waddell

RRSP Deadline Quickly Approaching - March 1-2018

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