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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.

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...

Canadians in long-term care have paid the heftiest price in this pandemic, with 82% of deaths coming from within their ranks.

David Chilton aka “the wealthy barber” speaks about why getting professional help is about peace of mind and family harmony. He goes on to explain that this is often the part that’s way too frequently forgotten or underestimated. Click here to read more...

A new survey finds that slightly more than one-fifth of pre-retirement, young baby boomers in Canada (aged 55 to 64) have saved nothing for retirement. Click here for details.