Blog

Agile, growth-focused moves by family offices in the last two years have helped the ultra-high net worth grow their wealth and expand their legacy.

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.

Aging is a topic we tend to avoid. Culturally, it's a conversation that's tip-toed around by families who don't want to think about—or plan for—when loved ones head into retirement or beyond. The time is now to make plans and have conversations with families...

The potential for longer retirements and lower investment yields means investors may need to consider different ways of structuring their portfolios. A 60 year old has a 25% chance of living until age 97. Are you ready for a 40 year retirement? Click...

Bitcoin is a potentially transformative technology whose impacts may extend beyond its use as an investment. For its most ardent advocates, a belief that Bitcoin will change society is close to an article of faith. Conversely, there are many decided nonbelievers...

We're excited to share that the 2021 Handy Planning Checklist and Fact Sheet has been released. If you haven't taken a moment to check it out, we highly recommend that you click here and see all of the important information it contains, like CPP and OAS...

A recent RBC Family Finances poll shows that more than 9 in 10 parents are financially supporting their adult children, and the COVID-19 pandemic has only intensified this trend. If this sounds familiar, you may be wondering how you can find balance between...

Augmenting the client-advisor connection in making wealth planning work for you.

As a team we pride ourselves on educating our clients about the financial strategies and products we use. Helping educate our clients ensures they are making informed decisions about their finances while also providing them with more confidence and peace...