Making a Will: Six things to help you leave a lasting legacy

 October 16, 2019 |Julien Moisan
Preparing a Will may be the most important legacy you leave. Here are some tips to get you started. Neglecting to make a Will, or to keep it updated, is a common financial mistake — and thankfully easily remedied. During "Make a Will month" in November...
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Does socially responsible investing hurt investment returns?

 October 14, 2019 |Julien Moisan

A new RBC Global Asset Management (RBC GAM) report states that multiple research studies show there is a clear correlation between strong sustainability business practices and company performance. Read on for how to apply this to your portfolio.

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Wealth transfer: Are your heirs ready?

 October 11, 2019 |Julien Moisan
Most parents know the conversation about wealth transfer needs to happen: The question is when to start and what should be discussed. When it comes to wealth, many families spend a lot of time and energy building it, but far less focus on how it will...
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