Portfolio Advisor

Giving to worthy charities at any time is a good thing. But as year-end approaches and our mail and email boxes fill up with solicitations, our hearts and our minds – given the various methods to give and the impact of each option on your charitable tax...

How to avoid “phishing” emails and cyber fraud

What do you do with your investment portfolio when you hear the infamous “R” word – recession? It’s easy. Just follow the three Rs: review, rebalance and relax. Recession: the nasty nine-letter word The strong post-pandemic economic boom – combined with...

Canada Having raised interest rates at the fastest pace in 40 years, the Bank of Canada has squarely set its sights on quelling inflation – and quickly. Regardless of the economic impact, the Bank clearly sees inflation as enough of a threat that it warrants...