Schrödinger's cat

Nov 09, 2018 |Dian Chaaban
One thing the market hates more than bad news is uncertainty.  While we’ve all known that rates are rising (for a while now, the Fed and BOC has been very clear), the various ‘grey areas’ the world is facing became a little bit more pronounced this past...
Read More

Trick or Trade

Oct 19, 2018 |Dian Chaaban
Almost on queue for Halloween, a number of factors came to a head last week, spooking U.S. equities and other markets (and moderately into this week).  While I’d argue that much of these factors were already priced in, our professional opinion and advice...
Read More

Thanksgiving for USMCA

Oct 05, 2018 |Dian Chaaban
After more than a year of discussions (and yelling), negotiators from the U.S. and Canada worked through the weekend to arrive at an 11th hour agreement late Sunday evening for Canada to join Mexico in an updated NAFTA deal. The new name – the United...
Read More

After the boomer times

Sep 28, 2018 |Dian Chaaban
One of the things I love most about my business is the relationships.  It’s a beautiful thing when a client trusts you with their life savings and allows you the privilege to counsel them through so many of life’s exciting (yet also stressful and complex)...
Read More

I say a little prayer

Sep 21, 2018 |Dian Chaaban
Aretha Franklin died last week on August 16th at the young age of 76 without a will or trust. The Queen of Soul was reportedly worth US$80 million but the true value of her estate isn’t yet known – mostly because her song catalog hasn’t been appraised...
Read More

Back to school, school is cool

Sep 14, 2018 |Dian Chaaban
I realized at a young age that I was more of a mathlete than an athlete (I was that kid who you picked last in gym class because I could barely catch a ball) which wasn't so fun during recess but my grade 8 graduation encouraged me to stay the course...
Read More

Why would I pay more tax today?

Aug 10, 2018 |Dian Chaaban
Is what a client of mine asked this week during a review meeting of her retirement plan.  I don’t blame her for thinking that she was to defer paying taxes as long as possible because it’s often recommended that retirees draw income from low- or nontaxable...
Read More

Financial Jargon

Jul 27, 2018 |Dian Chaaban
With constant advancements in technology and the wide use of social media, we have access to more financial reading material than ever before (it’s literally at our fingertips). That said, too many opinions and too many perspectives can start to muddy...
Read More

The greatest geek who ever lived

Jul 13, 2018 |Dian Chaaban
I came across a great article this week about Nikola Tesla. To be honest, I recognized the name because of the car (as I’m sure you did, too) but quickly realized that he is much more than that.  In fact, he has nothing to do with the American car company...
Read More

Cottage conundrum

Jun 22, 2018 |Dian Chaaban
With summer officially here and with the Canada Day long weekend coming up, talk of cottage plans is all around; small talk in the elevator, catching up while in line for coffee and chatter throughout the change room at the gym in the mornings. Whether...
Read More