The Wealthy Barber explains two ways you can invest

Jul 07, 2021 |David Chilton

The basic principles of investing cover bitcoin, stocks and even your bank account

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Make your Will immediately if not sooner

Jul 07, 2021 |David Chilton

The Wealthy Barber's crucial message to all of his French-speaking friends, in French

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The Wealthy Barber on how a corporate executor helps family harmony

Jul 07, 2021 |David Chilton

Instead of placing the stress on a loved one, experienced professionals can carry out your last wishes

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The Wealthy Barber: How a trust company can help

Jul 07, 2021 |David Chilton

If you’re acting as an executor of a Will, consider hiring an executor’s helper

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Talking to your parents about their estate plan

Jun 03, 2020 |Leanne Kaufman

Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.

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Client Letter 2019 Q3

Oct 08, 2019 |Jeffrey Wellwood
October 8, 2019 Dear client, I hope you had a great summer and have the opportunity to enjoy some pleasant fall weather as we head into the final few months of the year. I am writing to bring you up to date on some key market developments over the past...
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Client Letter 2019 Q1

Apr 10, 2019 |Jeffrey Wellwood
Dear Investor, Global capital markets reversed course after a notably difficult end to 2018, rebounding strongly to post mainly positive results for the first quarter of 2019. Equity markets appeared to be lifted by the prospect of easier monetary policy...
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2019 Federal Budget

Apr 09, 2019 |Jeffrey Wellwood
2019 Federal Budget
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Mid-Term Elections

Nov 29, 2018 |Jeffrey Wellwood
Market Commentary – October 25, 2018 While much of the focus these days is on the coming US Mid-Term elections, I thought it would be interesting if we look back on market performance 12 months after past mid-term elections. While the past is no indication...
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