What is a Trusted Contact Person

Nov 22, 2021 |Curtis Grainger & Jason Fields

Starting Nov 22, 2021 as advisors we are now required to ask all clients who their Trusted Contact Person will be. What is a Trusted Contact Person? The Article from RBC Wealth Management outlines what you need to know as an investor and how this per

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Six financial literacy principles

Nov 17, 2021 |Curtis Grainger & Jason Fields

 This articles outlines six principles we review with our clients children as they start to take control of their own finances.  

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Three Will and Estate planning facts that will surprise you

Nov 02, 2021 |Curtis Grainger & Jason Fields

Another excellent video from David Chilton, "The Wealthy Barber" discussing 3 surprising facts around will and estate planning

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Oct 19, 2021 |Curtis Grainger & Jason Fields
This weeks blog post features a short 11 minute podcast with Stu Kedwell, Co-Head of North American Equities. Stu discusses how recent supply chain disruptions are driving up inflation, and how this will affect earnings. Stu also provides a view of the...
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Put the U.S. stock market pullback in perspective

Oct 14, 2021 |Curtis Grainger & Jason Fields
It’s not a surprise to many that the markets have started to cool over the last few months. While Volatility may be increasing, RBC shares a bullish case for the US Markets despite current headwinds. Take a look at this article to find out more.
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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 20, 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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