Portfolio Advisor

Five tips to help ensure your children are safely using and navigating social media

We Canadians love to travel beyond our borders, but we remain surprisingly homebound when it comes to where we invest our money.

Seven year-end tax planning strategies

Five ideas to help you survive and thrive through market downturns

Canada Led by a surprising 0.2% contraction in second-quarter GDP, the Canadian economy is showing signs of mounting weakness. Once-resilient Canadian consumers have at long last run down their extraordinary savings amassed during the pandemic – one of...

What does a “together forever” retirement sound like to you and your partner? When most of us think of retirement, we imagine spending time with family and friends, while doing things we enjoy, such as hobbies, travel, and exercise. We think about how...

Exploiting and harming those most vulnerable in our society is on the rise. Here are five signs of elder abuse to be on the watch for. While many Canadians look forward to enjoying the later years of their lives - either in full retirement or for some...

Financial literacy can help raise intelligent, informed, and confident children who can make solid and thoughtful decisions about the wealth they will inherit and/or build over their lives. Here are five foundational building blocks to help your children...

Eight important tips to get the most from your FHSA savings As the newest entry into the Canadian landscape of government-sponsored savings and investing vehicles, the recently launched First Homebuyers Savings Account, or FHSA, is an excellent addition...