A Financial Plan for Your Extended Retirement

Oct 17, 2019 |Jason Fields & Curtis Grainger
The potential for longer retirements and lower investment yields means investors may need to consider different ways of structuring their portfolios. Click here to read more.
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World Mental Health Day Oct 10th, 2019

Oct 10, 2019 |Jason Fields & Curtis Grainger
World Mental Health Day is celebrated globally on October 10 each year and this year the focus is on suicide prevention. In Canada, suicide is the second leading cause of death among youth ages 10 – 29, yet it can be highly preventable. Robb Nash and...
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Long-Term Planning Can Help Allay Canadian investors’ Concerns for the Future

Oct 03, 2019 |Jason Fields & Curtis Grainger
More wealth does not always equal more optimism for long-term financial well-being, especially when markets start to fluctuate. Saving enough for long-term goals like retirement and preserving wealth to pass down to the next generation, while managing...
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Does Your Estate Plan Cover Your U.S. Property?

Sep 24, 2019 |Curtis Grainger & Jason Fields
Is your will or Power of Attorney valid within the U. S. state where you own property? If you're like many Canadians, your estate plan may not fully account for your cross-border assets. Take a look at this article to find out if your estate will be affected...
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Explore Ways for you to Bank with RBC in the US

Sep 19, 2019 |Jason Fields & Curtis Grainger
With so many of our clients getting ready to head south during the winter, we thought it would be timely to highlight the options our clients have for banking solutions while traveling in the United States. Take a look at this link to find out more about...
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Our Sincerest Thanks

Sep 13, 2019 |Jason Fields & Curtis Grainger
We want to thank everyone that was able to make it out to our 3rd Annual Client Appreciation Event hosted at The Curious Cafe last night. We hope everyone enjoyed the great food, drinks and conversation as much as we did. For those who were not able to...
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The shifting landscape of global wealth

Sep 11, 2019 |Jason Fields & Curtis Grainger
The world of wealth is witnessing a historic transformation. By 2030 the share of global wealth held by Baby Boomers will be surpassed by Gen X and Millennials — cohorts brought up in a far more interconnected, technologically savvy and globalized age...
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WiFi Eavesdropping - Don't Get Personal in Public - Discover & Learn

Sep 04, 2019 |Jason Fields & Curtis Grainger

Protecting yourself from public Wi-Fi hacking might sound tricky, but it's all quite simple. Click here to read more!

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Email Phishing - Don't Get Hooked!

Aug 27, 2019 |Jason Fields & Curtis Grainger
The average user received 16 malicious emails per month last year. These emails are designed to try and trick you into opening attachments, clicking links or entering confidential data — such as your bank account number, password, username or other top-secret...
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Social Engineering – Are you Cyber Savvy?

Aug 22, 2019 |Jason Fields & Curtis Grainger
This week we had a client reach out to us about their credit card being compromised. That got us all thinking about security of our own information. Your information, in the wrong hands, can spell trouble. And while you might think you're pretty good...
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