Cyber security

The five-finger [cyber] discount – Five common cyber scams and how to avoid them

 April 28, 2023 |Portfolio Advisor – Spring 2023
As our online lives continue to expand, cybercriminals are also increasing their efforts. To fight back, here are five common cyber scams to be aware of, and how to avoid them. In the pre-Internet world, the most common method of theft – whether of information...
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Responsible investing

Natural selection

 April 28, 2023 |Portfolio Advisor – Spring 2023
Investing according to your values and/or with an eye to sustainability continues to grow in popularity. To help ensure you are selecting the right approach for you and your portfolio, here are some of the most important terms to know. Investing according...
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Building on strong foundations

Building on strong foundations

 April 28, 2023 |Portfolio Advisor – Spring 2023
The newly launched tax-free First Home Savings Account (FHSA) is a great way to build up savings towards the cost of purchasing a first home. Whether for you, or to assist an adult child or grandchild on their journey to realizing on the dream of home...
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Getting your investment groove back

Getting your investment groove back

 April 28, 2023 |Portfolio Advisor – Spring 2023
Getting back into the market during a period of uncertainty can be tough. Leveraging the power of regular investing and dollar-cost averaging (DCA) can help ease the process. Going through a difficult and volatile period for markets where both equity...
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soccer goalie making save

Playing “D” with dividends

 April 28, 2023 |Portfolio Advisor – Spring 2023
Investing in dividend-paying securities is a great way to shore up your portfolio’s defences during bumpy markets. They can provide consistent income, potentially enhancing portfolio protection and growth over time. The last year has been a challenging...
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David Chilton

Video: Does your executor have financial skills? Why the Wealthy Barber thinks they should

 April 26, 2023 |David Chilton

Will and estate planning tips for multiple generations

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