"Life insurance as an asset class", what do they mean?

February 25, 2020 |James Knowles, CFA, BComm.

When I first started in wealth management, I had no idea what this meant… It is an incredible asset class that can be used to grow and protect your family’s wealth. So if that is something you want to do, it’s important to understand it.

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Estate Plans are Rarely Perfect...

February 13, 2020 |James Knowles, CFA, BComm.

I have taken numerous HNW families through our estate planning process. With this experience I've learned there is a misconception regarding how to structure a comprehensive plan. Most HNW families believe it is only a lawyers job - it's not...

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The Risks of Doing Nothing

February 05, 2020 |James Knowles, CFA, BComm.

Government and corporate leaders have hesitated to act because they fear abatement efforts will hinder growth and damage competitiveness. For most, this fear is largely unfounded. 

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Will the coronavirus infect markets and the economy?

February 04, 2020 |James Knowles, CFA, BComm.

At this stage, we don’t think the outbreak warrants making major changes to investment portfolios for long-term investors. But we would refrain from putting new money to work in equities, particularly in emerging markets, until at least the number of

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