Market Update - July 31, 2020

 July 31, 2020 |Tom McGill
Markets made little headway over the past week, finishing roughly where they started. It was a week that served to remind investors that improvements may be met with setbacks, both with respect to the coronavirus and the economic recovery. Coronavirus...
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Podcast: Key details to consider in Will and estate planning

 July 30, 2020 |Rick Mirabelli and Brian Gibson

Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.

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The Great Wealth Transfer – Billions To Change Hands By 2026

 July 30, 2020 |Tom McGill
Written by Scott McGinn Here comes the boom. What is ‘The Great Wealth Transfer’? This term has been coined by several major wealth managers across North America; referring to the tremendous amount of wealth that will be transferred to younger generations...
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Market Update - July 17, 2020

 July 17, 2020 |Tom McGill
Good morning, It’s been a tale of two stories the past few weeks. On the one hand, concerning coronavirus trends across key hotspots and new localized outbreaks in some countries. On the other hand, resilient markets which appear to believe that, for...
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