Portfolio Advisor

Setting life and financial goals is important any time. But in deeply troubling and challenging times like we face today, we are often more focused than ever on what matters to us – and what doesn’t, too. While you are isolated at home, consider revisiting...

Estate planning in the time of COVID-19

Taking care of your pets when you can’t

To paraphrase the popular ’80s action TV-show The A-Team member (and infamous Rocky III villain) Mr. T, “I pity the fool who thinks it takes a single professional to build and protect a client’s wealth.” As your wealth management needs become more complex...

Planning for our earthly passing is never easy. But the evolution of the digital world has added another complication: our virtual, online self or avatar, and the digital “assets” associated with it. These days, when we pass on, our digital presence remains...

A regular Canadian’s guide to making a bigger charitable difference. A masterpiece of French Gothic architecture, the Notre Dame Cathedral was the most visited historical monument in Paris, France. Yet when it went up in flames in April 2019, 859 years...

Exchange-Traded Funds (ETFs) have exploded in popularity over the last five years, with investors holding US$4.7 trillion in 6,483 different ETF products globally (as of Dec. 31, 2018). But what are ETFs – and why are they so appealing to investors? Canadian...