Blog

An update on COVID-19 and the markets

Good afternoon, After another eventful and busy week for us, I wanted to take an opportunity to share some of our internal news and deliberations with you. I also wanted to remind you that we remain open for any discussion that you’d like to have regarding...

The markets are experiencing massive volatility right now, and investors are rightly questioning how swings are affecting their long-term planning.

With April just around the corner (spring is coming, we swear!), I thought it was timely to send out a guide highlighting important details and dates to make sure the process runs smoothly for you and your accountants. Of course, the last thing you want...

While the improving macroeconomic environment is a positive development, a market sitting at all-time highs can leave investors questioning what’s coming next.

Liberal leader Justin Trudeau returns to 24 Sussex, but with the reduced power of a minority government.

What does it mean to be an executor? Acting as an executor means being responsible for an often lengthy, intensely detailed task list that comes with the burden of ensuring a loved one’s last wishes are carried out, and possible legal liability.

Some things to do to get ready for 2019!

Negative returns around the world highlight the need for a process in making investment decisions. Part of that process is examining predictions going forward.