The trusted contact person policy to provide much needed clarity

Sep 15, 2021 |Curtis Grainger & Jason Fields
The trusted contact person is an individual designated by a client whom we as advisors can call upon if they suspect something is amiss with the client. Find out more about the importance of naming one for yourself and your parents in this article.
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2021 Election Platform Guide

Sep 09, 2021 |Curtis Grainger & Jason Fields
As Canadians we go to the polls on Sept. 20. In this article by Macleans Magazine, they have assembled a list of promises made by the four major political parties, updating as information becomes available. Here’s what each party has promised so far on...
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Planning is key to securing digital assets

Sep 02, 2021 |Curtis Grainger & Jason Fields
Technology has changed the way we go about our lives — and the way we go about planning for death. And as our digital footprints continue to grow, so does the importance of managing our digital assets after our demise. Take a look at this article to find...
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Read This First, Procrastinate Later

Aug 25, 2021 |Curtis Grainger & Jason Fields

Why do you procrastinate? It's not laziness. Experts have a few suggestions and this guide can help you get ahead of a permanently procrastinating state of mind.

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What does the Federal Reserve mean when it talks about tapering?

Aug 19, 2021 |Jason Fields & Curtis Grainger
New Headlines this week revolved around The Federal Reserve and how they are preparing to start tapering potentially this year. But what does Tapering really mean? Click here to read more.
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Government of Canada Announces Easing of Border Measures for Fully Vaccinated Travellers

Aug 13, 2021 |Jason Fields & Curtis Grainger
Canada is re-opening its borders to the US August 9th for fully vaccinated travelers. Here is what you need to know. Click here to read more.
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Has the Canadian Dollar Already Reached Its Peak For The Year?

Jul 22, 2021 |Jason Fields & Curtis Grainger
After tumbling early in the pandemic, the Canadian dollar went on its strongest run in more than a decade, rising to a six-year high of 83 US cents in early June. The run-up made it the best-performing advanced-economy currency through the first five...
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Teaching your kids about financial literacy

Jul 08, 2021 |Curtis Grainger & Jason Fields
From earning and saving to budgeting and investing, here are some age-specific financial literacy tips for kids, teens and young adults.
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HealthTech: How Technology Can Help Fix Health Care

Jun 24, 2021 |Jason Fields & Curtis Grainger
Health care is plagued by the chronic conditions of bloated costs and gaps in access. But the intersection of health care and tech can offer a remedy. Click here to read more.
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Beware of TFSA Schemes

Jun 16, 2021 |Jason Fields & Curtis Grainger
If anyone approaches you about a TFSA scheme that sounds too good to be true, it probably is. Take a look at this article to find about one of these schemes that is making its way around.
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